AUMdb

Westcoast Roof Consulting, Inc.401(k) Plan

Sponsored by Westcoast Roof Consulting, Inc. · EIN 200629783 · Plan #001

Total assets
Net assets
Active participants
15
With balances
20

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
Dfg Investments Llc CRD 330790 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Dfpg Investments, Inc. Investment advisory (participants) $7,011
Nfp Retirement, Inc. Investment advisory (participants) $1,717
John Hancock Recordkeeping $24