AUMdb

York Solutions 401(k) Profit Sharing Plan

Sponsored by York Enterprise Solutions, Inc · EIN 364039195 · Plan #001

Total assets
$15.6M
Net assets
$15.6M
Active participants
260
With balances
459

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
Pollard & Associates Other fees $38,480
Lincoln Financial Advisors Corp. Investment advisory (participants), Investment advisory (plan), Investment management $32,975
Eide Bailly Llp Accounting $6,000