AUMdb

Percontee, Inc./Chantilly Crushed Stone, Inc. Profit Sharing Plan

Sponsored by Percontee, Inc. · EIN 520564430 · Plan #001

Total assets
$24.4M
Net assets
$24.4M
Active participants
179
With balances
306

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

Linked investment advisers

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

Firm Match Plan year
Wells Fargo Clearing Services, Llc CRD 19616 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $29,238
Wells Fargo Advisorrs, Llc Investment advisory (plan) $27,174