AUMdb

Washington Mills Management, Inc. 401(k) & Profit Sharing Plan

Sponsored by Washington Mills Management, Inc. · EIN 261206539 · Plan #002

Total assets
$72.6M
Net assets
$72.6M
Active participants
216
With balances
317

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
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Insurance Recordkeeping fees $88,506
Fiducient Advisors Llc Investment advisory (plan) $18,725
Stowe & Degon, Llc Accounting $15,400
Empower Advisory Group, Llc Investment management $3,788