Van Wall Equipment, Inc. Profit Sharing 401(k) Plan
Sponsored by Van Wall Equipment, Inc. · EIN 421085712 · Plan #001
- Total assets
- $67.4M
- Net assets
- $67.4M
- Active participants
- 683
- With balances
- 759
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (plan) | $144,067 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $55,261 |
| Meriwether Wilson And Company, Pllc | Accounting | $16,050 |