AUMdb

Wellsville Carpet Town, Inc. 401 K Retirement Plan

Sponsored by Wellsville Carpet Town, Inc. · EIN 160984959 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
275
With balances
341

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
Capital Research And Management Company CRD 110885 deterministic · 100% 2024
Sterling Investment Counsel, Llc CRD 282624 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sterling Investment Counsel Llc Consulting (pension), Investment advisory (participants), Investment advisory (plan) $40,565
Capital Research And Management Co Recordkeeping, Investment management, Participant loan processing $10,655
Rimkus, Marciano & Associates, Inc. Accounting, Actuarial, Consulting (pension) $4,300