AUMdb

Declerck Enterprises Profit Sharing Plan & Trust

Sponsored by Steve Declerck Enterprises Inc · EIN 201066773 · Plan #001

Total assets
$2.1M
Net assets
$2.1M
Active participants
91
With balances
123

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sikorski Wealth Management, Llc CRD 312805 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Siskiyou Wealth Management Investment advisory (plan) $23,288