AUMdb

E Z Excavating, Inc. 401(k) Profit Sharing Plan

Sponsored by E Z Excavating, Inc. · EIN 841177135 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
110
With balances
126

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
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Charles Schwab & Co., Inc. Custodial (securities), Investment management, Employee (plan) $0