AUMdb

Austin White Lime Company & Austin White Lime Transport, Inc. Profit Sharing Plan

Sponsored by Austin White Lime Company, Ltd · EIN 741187555 · Plan #001

Total assets
$5.2M
Net assets
$5.2M
Active participants
24
With balances
72

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
Fidelity Investments Institutional Trustee (directed), Participant loan processing, Sub-transfer agency fees $4,417
Morgan Stanley Smith Barney Other commissions $0