AUMdb

W&B Service Co., Llc 401(k) Retirement Plan

Sponsored by W&B Service Co., Llc · EIN 752962625 · Plan #001

Total assets
$22.8M
Net assets
$22.8M
Active participants
753
With balances
647

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

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 $63,234
Frost Bank Investment advisory (plan) $36,733