AUMdb

West Texas Opportunities, Inc. Profit Sharing Plan

Sponsored by West Texas Opportunities, Inc. · EIN 751226644 · Plan #001

Total assets
$4.5M
Net assets
$4.5M
Active participants
177
With balances
201

Plan year beginning 01/01/2024 · Profit-sharing

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
Edward Jones Investments Investment advisory (plan), Investment management $37,905