AUMdb

Solano/Napa Counties Electrical Workers Profit Sharing Plan

Sponsored by Board Of Trustees Of Solano/Napa Counties Electrical Workers Profit · EIN 946220673 · Plan #002

Total assets
$50.9M
Net assets
$50.8M
Active participants
430
With balances
824

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
Benesys, Inc. Contract administrator, Direct payment from the plan $67,011
Nwps Recordkeeping, Direct payment from the plan $61,821
Withumsmith+Brown, Pc Accounting, Direct payment from the plan $31,770
Verus Advisory, Inc. Investment advisory (plan), Direct payment from the plan $22,500
Matrix Trust Company Custodial (securities), Direct payment from the plan, Float revenue $14,541
Neyhart, Anderson, Flynn & Grosboll Legal, Direct payment from the plan $10,909
Us Bank Other services, Direct payment from the plan $5,890