Appalachian Wood Products, Inc. 401 K Profit Sharing Plan
Sponsored by Appalachian Wood Products, Inc. · EIN 251537092 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 106
- With balances
- 98
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 |
|---|---|---|
| Creative Financial Advisor Group Llc CRD 322212 | fuzzy_auto · 94% | 2024 |
| Newsquare Capital, Llc CRD 152430 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement Llc | Contract administrator, Recordkeeping, Consulting (general) | $15,119 |
| Creative Financial Group | Investment management | $10,734 |
| Newsquare Capital, Llc | Investment advisory (plan) | $8,944 |