AUMdb

The J.G. Wentworth Company 401(k) Plan

Sponsored by The J.G. Wentworth Company, Llc · EIN 452961295 · Plan #001

Total assets
$50.1M
Net assets
$50.1M
Active participants
788
With balances
893

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $71,660
Lpl Financial Llc Investment advisory (plan) $50,000
Herbein + Co., Inc. Accounting $17,250