AUMdb

Wou Employee Stock Ownership 401(k) Plan

Sponsored by Wou Holdings, Inc. · EIN 921339193 · Plan #002

Total assets
$18.5M
Net assets
$18.5M
Active participants
254
With balances
303

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
Valmark Advisers, Inc Other fees $31,756
Angell Pension Group Other services $7,083
Cape Ann Capital, Inc. Other fees $5,979