Felling Trailers, Inc. 401(k) Plan
Sponsored by Felling Trailers, Inc. · EIN 411329390 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 313
- With balances
- 349
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 |
|---|---|---|
| Kd Wealth Management Llc CRD 309096 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $48,382 |
| Creative Planning Holdco Llc Dba Cr | Investment advisory (plan) | $41,837 |
| Tsc 401 K | Contract administrator | $5,900 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |
| Tax Sheltered Compensation Inc. | Contract administrator | $0 |
| Kdv Wealth Management, Llc | Investment advisory (plan) | $0 |