AUMdb

Waters 401(k) Profit Sharing Plan

Sponsored by Waters Truck And Tractor Co. Inc. · EIN 640435228 · Plan #001

Total assets
$15.0M
Net assets
$15.0M
Active participants
256
With balances
191

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
Pinnacle Wealth Llc Investment advisory (plan), Direct payment from the plan $50,908
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $18,622