Woodard Cleaning & Restoration, Inc. 401(k) Plan & Trust
Sponsored by Woodard Cleaning & Restoration, Inc · EIN 814551699 · Plan #002
- Total assets
- $9.0M
- Net assets
- $8.9M
- Active participants
- 214
- With balances
- 227
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 |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $34,231 |
| Moneta Group Llc | Investment advisory (plan) | $23,918 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |