Waunakee Remodeling 401(k) Plan
Sponsored by Waunakee Remodeling, Inc. · EIN 391807594 · Plan #001
- Total assets
- $7.9M
- Net assets
- $7.9M
- Active participants
- 123
- With balances
- 123
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 |
|---|---|---|
| First Business Trust & Investments | Trustee (institutional) | $30,260 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |