AUMdb

D. L. Willie Employee Retirement Plan

Sponsored by Oasis Stopn Go Llc · EIN 820518122 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
339
With balances
276

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $30,452
D.A. Davidson & Co. Recordkeeping, Trustee (institutional), Other services $11,745