AUMdb

Eastern Wholesale Fence, Llc 401(k) Plan

Sponsored by Eastern Wholesale Fence, Llc · EIN 820906793 · Plan #002

Total assets
$17.3M
Net assets
$17.3M
Active participants
573
With balances
283

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
Wealth Enhancement Advisory Services, Llc CRD 116407 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Wealth Enhancement Advisory Service Investment advisory (plan), Direct payment from the plan $60,881
Newport Group, Inc. Participant loan processing, Other fees, Recordkeeping $15,745