AUMdb

Everlast Roofing, Inc. 401(k) Plan

Sponsored by Everlast Roofing, Inc. · EIN 232859182 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
227
With balances
196

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lpl Financial Investment advisory (plan), Direct payment from the plan $25,160
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Participant loan processing $21,012