AUMdb

Slakey Brothers, Inc. Profit Sharing 401(k) Plan

Sponsored by Slakey Brothers, Inc. · EIN 942192959 · Plan #004

Total assets
$41.6M
Net assets
$41.6M
Active participants
413
With balances
650

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
Nwps Recordkeeping, Participant loan processing, Direct payment from the plan $69,722
Sabey Cpa,Llc Accounting, Direct payment from the plan $13,000
Charles Schwab Trust Bank Custodial (securities), Trustee (directed), Direct payment from the plan $11,666