AUMdb

The Van Winkle Law Firm Profit Sharing Plan

Sponsored by The Van Winkle Law Firm · EIN 561026015 · Plan #002

Total assets
$22.7M
Net assets
$22.7M
Active participants
76
With balances
99

Plan year beginning 02/01/2024 · 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
Capital Directions, Llc Investment advisory (participants), Investment advisory (plan) $48,968
Tpc Qualified Plans Llc Recordkeeping, Consulting (general), Participant loan processing $9,109