AUMdb

F.G. Pruitt 401(k) Profit Sharing Plan

Sponsored by F.G. Pruitt, Inc. · EIN 541232694 · Plan #001

Total assets
$15.5M
Net assets
$15.5M
Active participants
104
With balances
118

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 Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Wells Fargo Advisors Fin Network Investment advisory (plan) $48,904
Empower Annuity Ins. Co. Of America Recordkeeping fees $17,602
Alexander & Williams Llc Accounting $11,440
Retirement Plan Solutions, Inc. Contract administrator $9,315