AUMdb

Edwards Moving & Rigging, Inc. 401(k) Plan

Sponsored by Edwards Moving & Rigging, Inc. · EIN 611245293 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
119
With balances
110

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $50,050
Mesirow Financial Inc Investment advisory (plan) $1,980
Cherry Bekaert Advisory Llc Recordkeeping, Participant loan processing, Recordkeeping fees $1,800
Kestra Investment Services Llc Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0