The Ashton Company, Inc. Contractors And Engineers 401(k) Profit Sharing Plan And Trust Agreement
Sponsored by The Ashton Company, Inc. Contractor And Engineers · EIN 860104787 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 125
- With balances
- 135
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 |
|---|---|---|
| Milliman | Recordkeeping, Participant loan processing, Direct payment from the plan | $7,762 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $1,830 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |