AUMdb

Everett Cash Mutual Insurance Co. Profit Sharing Plan And Trust

Sponsored by Everett Cash Mutual Insurance Co. · EIN 230564640 · Plan #002

Total assets
$16.5M
Net assets
$16.5M
Active participants
114
With balances
126

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $53,001
Lpl Financial Llc Other services, Other commissions, Other fees $0