Warfel Construction Company Profit Sharing Plan
Sponsored by Warfel Construction Company · EIN 232808789 · Plan #002
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 262
- With balances
- 311
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 |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $32,769 |
| Masters Advisors Inc | Investment advisory (plan) | $26,645 |
| Securities America Advisors Inc | Investment advisory (plan) | $22,866 |