AUMdb

Tradewind Group, Inc Profit Sharing 401(k) Plan

Sponsored by Tradewind Group, Inc. · EIN 990291845 · Plan #001

Total assets
$126M
Net assets
$126M
Active participants
439
With balances
646

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
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $60,908
Raymond James Investment management fees (direct) $48,000
Kmh Llp Accounting $16,806