Warady & Davis, Llp Profit Sharing And Savings Plan
Sponsored by Warady & Davis, Llp · EIN 362170602 · Plan #002
- Total assets
- $73.0M
- Net assets
- $73.0M
- Active participants
- 109
- With balances
- 157
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 |
|---|---|---|
| Lpl | Investment advisory (plan) | $45,411 |
| Corrigan Krause | Contract administrator | $12,000 |
| First American Bank | Contract administrator | $8,376 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $613 |