Winston Industries, Llc Employee Investment Plan
Sponsored by Winston Industries, Llc · EIN 610703831 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 209
- With balances
- 145
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 |
|---|---|---|
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W Baird & Co Incorporated | Investment advisory (plan), Direct payment from the plan | $20,146 |