AUMdb

T. W. Frierson Contractor, Inc. 401(k) Profit Sharing Plan

Sponsored by T. W. Frierson Contractor, Inc. · EIN 620602130 · Plan #001

Total assets
$28.2M
Net assets
$28.2M
Active participants
176
With balances
245

Plan year beginning 11/01/2024 · 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
Raymond James Fin Serv Advisors $52,216
Nationwide $32,966
Taylor Securities, Inc $23,827
Proaccount $7,634
The Pension Source, Inc. $2,000
Qualified Retirement Solutions $1,550