AUMdb

W. D. Matthews Machinery Co. 401(k) Plan

Sponsored by W.D. Matthews Machinery Co. · EIN 010232180 · Plan #001

Total assets
$14.7M
Net assets
$14.7M
Active participants
132
With balances
149

Plan year beginning 07/01/2024 · 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
Morningstar Investment Management Investment management fees (direct) $7,388