AUMdb

Fairwater Payroll Management Llc 401(k)

Sponsored by Fairwater Payroll Management Llc · EIN 934200137 · Plan #001

Total assets
$11.3M
Net assets
$11.3M
Active participants
161
With balances
138

Plan year beginning 08/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

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 $12,121
Creative Planning, Llc Investment advisory (participants), Consulting fees $0