AUMdb

Wilson Partners Ii, Llc Profit Sharing & 401(k) Plan

Sponsored by Wilson Partners Ii, Llc · EIN 743127886 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
142
With balances
163

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
Great Lakes Pension Associates, Inc Other services $1,164