AUMdb

Dateland Construction/Coronet Concrete Profit Sharing 401(k) Plan

Sponsored by Coronet Concrete Products, Inc. · EIN 330023780 · Plan #001

Total assets
$2.2M
Net assets
$2.2M
Active participants
152
With balances
203

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
West Wealth Group, Llc CRD 316644 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
West Wealth Group, Llc Insurance agents and brokers, Investment advisory (participants) $13,622
John Hancock Life Insurance Co,Usa Recordkeeping $170