Mowery Clinic Llc 401(k) Plan And Trust
Sponsored by Mowery Clinic, L L C · EIN 481145374 · Plan #002
- Total assets
- $44.0M
- Net assets
- $44.0M
- Active participants
- 107
- With balances
- 138
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, Llc | Investment advisory (plan), Investment management fees (indirect), Investment management fees (direct) | $46,038 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $14,503 |