Wolfspeed, Inc. 401(k) Plan
Sponsored by Wolfspeed, Inc. · EIN 561572719 · Plan #001
- Total assets
- $505M
- Net assets
- $505M
- Active participants
- 4,007
- With balances
- 5,747
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Mycio Wealth Partners, Llc CRD 134436 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $472,698 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $190,984 |
| Mycio Wealth Partners Llc | Investment advisory (plan) | $25,000 |
| Romeo, Wiggins & Company, Llp | Accounting | $11,200 |