AUMdb

Western Heavy Haul, Inc. Retirement Plan

Sponsored by Western Heavy Haul, Inc. · EIN 481302875 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
92
With balances
119

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Edward Jones & Co Lp Investment advisory (plan) $16,747
Pension Plan Specialists, Pc Contract administrator $4,700
Empower Annuity Insurance Co. Recordkeeping fees $3,039