AUMdb

West Side Unlimited Corporation 401(k) Plan

Sponsored by West Side Unlimited Corporation · EIN 421111180 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
583
With balances
177

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
Ohnward Financial Advisor Services Recordkeeping fees $27,173
July Business Services Llc Contract administrator, Plan administrator, Recordkeeping $25,785
Htlf Retirement Plan Services Recordkeeping, Trustee (institutional), Trustee (discretionary) $11,508