AUMdb

Great Western Manufacturing Company, Inc. Profit Sharing 401(k) Plan

Sponsored by Great Western Manufacturing Company, Inc. · EIN 480777959 · Plan #001 · Leavenworth, KS

Total assets
$16.7M
Net assets
$16.7M
Active participants
115
With balances
131

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tpp Retirement Plan Specialists Recordkeeping, Participant loan processing, Recordkeeping fees $27,739
Ubs Financial Services, Inc. Investment advisory (participants), Investment advisory (plan), Investment management $25,562
Country Club Trust Company, N.A. Custodial (securities), Trustee (directed), Investment management fees (direct) $18,719