AUMdb

Wilson Enterprises, Inc. 401(k) Plan

Sponsored by Wilson Enterprises, Inc. · EIN 311582621 · Plan #001

Total assets
$1.8M
Net assets
$1.8M
Active participants
229
With balances
67

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
Resources Investment Advisors, Inc. Recordkeeping, Trustee (institutional), Other services $22,217
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $7,532