Everett Graphics, Inc. Salary Deferral & Profit Sharing Plan
Sponsored by Everett Graphics, Inc. · EIN 943023942 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 100
- With balances
- 116
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Recordkeeping fees, Contract administrator, Participant loan processing | $47,047 |
| Osaic Wealth, Inc. | Investment advisory (plan), Other fees | $0 |
| Woodbury Financial Svcs | Investment advisory (plan), Other fees | $0 |
| Atteberry/Searle Inc | Other services, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |