AUMdb

Wadhams Enterprises, Inc. Employee Retirement Savings Plan

Sponsored by Wadhams Enterprises, Inc. · EIN 161397441 · Plan #001

Total assets
$36.5M
Net assets
$36.5M
Active participants
679
With balances
595

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
James P Reagan Agency Investment advisory (plan), Investment management, Custodial (securities) $82,471
Benefit Plans Admin Services Inc. Recordkeeping, Custodial (securities), Trustee (institutional) $53,208