AUMdb

Lee Beverage Of Wisconsin, Llc 401(k) Plan

Sponsored by Lee Beverage Of Wisconsin, Llc · EIN 391998988 · Plan #002

Total assets
$7.0M
Net assets
$7.0M
Active participants
217
With balances
133

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
Associated Trust Company, N.A. Recordkeeping, Trustee (discretionary), Investment management $34,807