AUMdb

Central Boat Rentals, Inc. Retirement Plan And Trust

Sponsored by Central Boat Rentals, Inc. · EIN 720694564 · Plan #001

Total assets
$10.7M
Net assets
$10.7M
Active participants
291
With balances
146

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
Hancock Whitney Bank Trustee (institutional) $2,587
Charles Schwab & Co., Inc. Shareholder servicing fees $0