Wisconsin Coil Spring Llc 401(k) Profit Sharing Plan
Sponsored by Wisconsin Coil Spring Llc. · EIN 800870130 · Plan #003
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 92
- With balances
- 104
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 |
|---|---|---|
| Independent Advisor Alliance, Llc CRD 168267 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Independent Advisor Alliance | Investment advisory (plan) | $34,005 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $17,352 |
| Wipfli Llp | Accounting | $10,200 |