Aluma Weld, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Aluma Weld, Inc. Dba Xpress Boats · EIN 710523960 · Plan #001
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 278
- With balances
- 307
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $26,495 |
| Prime Capital Investment Advisors L | Investment advisory (plan) | $14,559 |