AUMdb

Watkins Distributing Profit Sharing 401 K Plan

Sponsored by Watkins Distributing, Sales & Service · EIN 820422918 · Plan #001

Total assets
$26.4M
Net assets
$26.4M
Active participants
205
With balances
196

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
Da Davidson Investment advisory (plan) $41,035
Pinnacle Pension Services Contract administrator $12,754
Pinnacle Pension Services Contract administrator $12,754
Leavitt Christensen & Co Pllc Other fees $8,650