AUMdb

Shen Milsom & Wilke, Llc 401(k) Plan

Sponsored by Shen Milsom & Wilke Llc · EIN 263758621 · Plan #001

Total assets
$22.9M
Net assets
$22.9M
Active participants
147
With balances
196

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
Mutual Of America Sec. Corp Llc Recordkeeping, Participant loan processing, Other services $100,318