AUMdb

Premier Parks, Llc 401(k) Plan

Sponsored by Premier Parks, Llc · EIN 464250671 · Plan #001

Total assets
$8.3M
Net assets
$8.3M
Active participants
492
With balances
215

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 99% 2024
Wespac Advisors, Llc CRD 148242 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward D. Jones & Co., L.P. Investment advisory (participants) $20,562
John Hancock Life Insurance Company Recordkeeping $3,890
Wilshire Associates Inc Investment advisory (participants) $1,645
Wespac Advisors, Llc Investment advisory (participants), Investment advisory (plan), Investment management $0
Wespac Plan Services, Llc Recordkeeping, Participant loan processing, Direct payment from the plan $0