AUMdb

York Excavating Co., Llc 401(k) Salary Savings Plan

Sponsored by York Excavating Co Llc · EIN 451537672 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
169
With balances
133

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
Northeast Financial Group, Inc. CRD 122609 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $58,323
Northeast Financial Group Investment advisory (plan), Other fees $0