Mortensen Woodwork, Inc. 401(k) Profit Sharing Plan
Sponsored by Mortensen Woodwork, Inc. · EIN 581813682 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 99
- With balances
- 134
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 |
|---|---|---|
| Truist Advisory Services, Inc. CRD 283390 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $38,046 |
| Erisa Services, Inc. | Contract administrator, Direct payment from the plan, Other services | $3,811 |
| Truist Advisory Services, Inc. | Investment advisory (plan), Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |