AUMdb

Fimco, Inc. 401(k) Savings Plan

Sponsored by Fimco, Inc. · EIN 420920793 · Plan #002

Total assets
$16.5M
Net assets
$16.5M
Active participants
368
With balances
309

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $68,312
Principal Securities Inc Other services, Other commissions, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0