AUMdb

Warren Paving, Inc. 401(k) Profit Sharing Plan

Sponsored by Warren Paving, Inc. · EIN 640510267 · Plan #001

Total assets
$12.5M
Net assets
$12.5M
Active participants
126
With balances
191

Plan year beginning 10/01/2024 · 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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $38,647
Hancock Whitney Bank Investment advisory (plan) $28,997