AUMdb

Charles Wilson, Inc. Retirement Plan

Sponsored by Charles Wilson, Inc. · EIN 680552801 · Plan #001

Total assets
Net assets
Active participants
3
With balances
4

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).

No Schedule C on file for this plan year.