AUMdb

W. S. Darley & Co. Employee's Profit Sharing 401(k) Plan

Sponsored by W.S. Darley & Co. · EIN 360976610 · Plan #001

Total assets
$44.7M
Net assets
$44.7M
Active participants
214
With balances
210

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
Merrill Lynch, Pierce, Fenner And S Recordkeeping, Investment management fees (indirect), Float revenue $98,954