Willbanks Metals Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Willbanks Metals Inc · EIN 752436310 · Plan #002
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 164
- With balances
- 101
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 |
|---|---|---|
| Rogers Wealth Group, Inc. CRD 107409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rogers Wealth Group, Inc. | Recordkeeping, Investment management, Named fiduciary | $44,879 |