AUMdb

Custom Wood Products, Inc. Profit Sharing/401(k) Plan

Sponsored by Custom Wood Products, Inc. · EIN 480917576 · Plan #001

Total assets
$17.0M
Net assets
$17.0M
Active participants
275
With balances
281

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Keating Financial Advisory Services Recordkeeping, Recordkeeping fees $48,207
Keating & Associates, Inc. Recordkeeping, Recordkeeping fees $28,727