AUMdb

14 W Administrative Services, Llc. 401(k) Savings & Retirement Plan

Sponsored by 14 W Administrative Services Llc · EIN 522325681 · Plan #001

Total assets
$108M
Net assets
$108M
Active participants
424
With balances
991

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
Robert W Baird & Co Investment advisory (plan) $25,000
Sc&H Attest Services, P.C. Consulting (general) $18,800
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$24,985