All World Machinery Supply, Inc. 401(k) Plan
Sponsored by All World Machinery Supply, Inc. · EIN 363904115 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 125
- With balances
- 148
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (participants), Investment advisory (plan) | $40,783 |
| Wipfli Llp | Contract administrator, Recordkeeping | $25,953 |