AUMdb

Kaskaskia Workshop, Inc. Profit Sharing Plan

Sponsored by Kaskaskia Workshop, Inc. · EIN 370914558 · Plan #001 · Centralia, IL

Total assets
$12.5M
Net assets
$12.5M
Active participants
94
With balances
113

Plan year beginning 07/01/2024 · Profit-sharing

Linked investment advisers

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

Firm Match Plan year
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Charles Schwab & Co, Inc. Trustee (institutional), Investment advisory (plan), Investment management fees (indirect) $59,600