AUMdb

W.R. Meadows, Inc. Employees' Profit Sharing And 401(k) Plan And Trust

Sponsored by W.R. Meadows, Inc. · EIN 361460730 · Plan #001

Total assets
$42.2M
Net assets
$42.2M
Active participants
434
With balances
517

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
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $16,725
Sun Life Assurance Co. Of Canada Insurance services $2,799
Northwest Mutual Insurance services $1,038