AUMdb

The Weather Shield Retirement Plan

Sponsored by Weather Shield Mfg., Inc. · EIN 390942408 · Plan #004

Total assets
$89.0M
Net assets
$89.0M
Active participants
761
With balances
1,213

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
Francis Investment Counsel Llc Investment advisory (plan), Other investment fees and expenses $95,027
Newport Group, Inc. Recordkeeping, Sub-transfer agency fees, Recordkeeping fees $76,159
Hawkins Ash Cpas, Llp Accounting $10,675