AUMdb

Dwfritz Automation Llc 401(k) Plan

Sponsored by Dwfritz Automation Llc · EIN 930773498 · Plan #001

Total assets
$33.1M
Net assets
$33.1M
Active participants
136
With balances
294

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
Robert W Baird & Co Investment advisory (plan) $52,331
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $3,660