AUMdb

Bill Whitters Construction, Inc. 401(k) Plan

Sponsored by Bill Whitters Construction, Inc. · EIN 421360644 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
153
With balances
163

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $7,248
Lpl Financial Corporation Rpcp Investment advisory (plan), Consulting fees $4,230