AUMdb

Huntwood Industries 401(k) Plan

Sponsored by T.R.A. Industries, Inc. Dba Huntwood Industries · EIN 911407983 · Plan #001

Total assets
$5.2M
Net assets
$5.2M
Active participants
511
With balances
314

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $19,163
Wells Fargo Advisors Investment advisory (plan) $16,936
Professional Benefit Services Recordkeeping $14,805
Magnuson Mchugh Dougherty Investment advisory (plan) $2,384