Wpromote Llc 401 K Plan
Sponsored by Wpromote Llc · EIN 824550413 · Plan #001
- Total assets
- $45.5M
- Net assets
- $45.5M
- Active participants
- 726
- With balances
- 840
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 |
|---|---|---|
| Regatta Capital Group, Llc CRD 145363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Investment advisory (plan), Participant loan processing, Recordkeeping fees | $150,158 |
| Regatta Capital Group Llc | Investment advisory (plan) | $81,763 |