Windowrama 401(k) Plan
Sponsored by Windowrama Enterprises, Inc. · EIN 112479299 · Plan #002
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 178
- With balances
- 160
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping | $43,262 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $37,273 |
| Adp Broker Dealer | Other services, Other fees | $0 |