AUMdb

Ed & Carol Enterprises, Inc Retirement Plan

Sponsored by Ed & Carol Enterprises, Inc Dba Wish Upon A Quilt · EIN 842576053 · Plan #001

Total assets
Net assets
Active participants
2
With balances
1

Plan year beginning 01/01/2024 · Partial participant-directed account, Default investment account (QDIA)

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
Security Benefit Securepoint Recordkeeping $4