AUMdb

Aa Asphalting, Llc 401(k) Profit Sharing Plan

Sponsored by Aa Asphalting, Llc · EIN 911020538 · Plan #001

Total assets
$12.8M
Net assets
$12.8M
Active participants
214
With balances
211

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
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Rbc Wealth Management Investment advisory (plan) $33,742
Northwest Plan Services Recordkeeping fees $24,257
Cliftonlarsonallen Llp Accounting $17,320
Matrix Trust Custodial (securities), Trustee (institutional), Trustee (directed) $5,280