Window Solutions 401(k) Plan
Sponsored by Window Solutions, Inc. · EIN 822551854 · Plan #002
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 279
- With balances
- 504
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 |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Recordkeeping, Custodial (securities) | $48,700 |
| Map Retirement Usa Llc | Recordkeeping | $39,437 |
| Cliftonlarsonallen Wealth Advisors | Investment advisory (participants), Investment advisory (plan), Investment management | $28,408 |
| Vrakas S.C. | Accounting | $11,000 |