AUMdb

Woodson Wholesale, Inc.

Sponsored by Woodson Wholesale, Inc. · EIN 741177629 · Plan #001 · Caldwell, TX

Total assets
$7.4M
Net assets
$7.4M
Active participants
123
With balances
151

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
Alerus Financial Na Recordkeeping, Trustee (institutional), Trustee (discretionary) $22,609
Alerus Investment Advisors, Inc. Investment advisory (plan) $4,089