AUMdb

A&W Energy Cash Balance Plan

Sponsored by A&W Management Holdings, Llc · EIN 832795772 · Plan #002

Total assets
$14.2M
Net assets
$14.2M
Active participants
112
With balances
0

Plan year beginning 01/01/2024 · Covers self-employed individuals

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
Merrill Investment advisory (plan) $54,704