AUMdb

Trapper's Sushi, Inc. 401(k) Plan

Sponsored by Trapper's Sushi, Inc. · EIN 263313807 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
204
With balances
279

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
Madison Wealth Partners, Inc. CRD 305824 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Madison Wealth Partners, Inc. Investment advisory (participants) $17,883
John Hancock Usa Recordkeeping, Other insurance wrap fees $12,601
John Hancock Usa Recordkeeping, Investment management, Shareholder servicing fees $10,759