AUMdb

Avw Gme 401(k) Plan

Sponsored by Apple Valley Waste Services, Inc. · EIN 273840400 · Plan #001

Total assets
$5.9M
Net assets
$5.9M
Active participants
253
With balances
528

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
Westport Capital Partners Llc CRD 157493 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Proaccount Recordkeeping fees $13,827
Westport Capital Markets, Llc Investment advisory (plan) $10,202
Rimkus, Marciano & Associates, Inc Recordkeeping $6,200
The Patriot Financial Group Llc $3,591