AUMdb

Wood, Ribble & Twyman Inc. Dba Adaptive Solutions Grp 401 K Plan

Sponsored by Wood, Ribble & Twyman Inc. Dba · EIN 020621996 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
83
With balances
99

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
Resources Investment Advisors, Inc. Recordkeeping, Consulting (pension), Direct payment from the plan $35,698
Anders Minkler Huber & Helm Llp Recordkeeping, Consulting (pension), Direct payment from the plan $14,750
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $4,238