De Wafelbakkers 401(k) Profit Sharing Plan And Trust
Sponsored by De Wafelbakkers, Llc · EIN 261812271 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 548
- With balances
- 195
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $18,000 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $13,889 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $855 |
| Empower Advisory Group, Llc | Investment management | $180 |