AUMdb

31 W Insulation Co., Inc. Profit Sharing And Retirement Savings Plan

Sponsored by 31 W Insulation Co., Inc. · EIN 621037670 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
493
With balances
254

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
Leafhouse Financial Advisors Llc Insurance agents and brokers $6,372
Avintus, Llc Recordkeeping $3,675
Nationwide Investment management, Recordkeeping fees $1,553
Avintus, Llc Recordkeeping $675
Cetera Advisor Networks Llc Insurance agents and brokers $0
Avintus, Llc Recordkeeping $0