AUMdb

Wilbanks Trucking Services, Llc 401(k) Profit Sharing Plan

Sponsored by Wilbanks Trucking Services, Llc · EIN 810746726 · Plan #001

Total assets
$2.8M
Net assets
$2.7M
Active participants
125
With balances
75

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
First American Bank Trustee (institutional) $20,789
Retirement Direct, Llc Recordkeeping $18,625

Filing history

Plan year Assets Participants Source
01/01/2024 $2.8M 125 ack 20260211153345NAL0003861441001
01/01/2021 $2.6M 233 ack 20251015070013NAL0001956339001
01/01/2020 $2.1M 252 ack 20250319081314NAL0002472739001