AUMdb

Continental Paving, Inc. Profit Sharing Plan

Sponsored by Continental Paving, Inc. · EIN 020351459 · Plan #001

Total assets
$37.4M
Net assets
$37.4M
Active participants
316
With balances
297

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
Lincoln Investment Planning, Llc CRD 519 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lincoln Investment Planning Llc Investment advisory (plan) $68,689
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $34,048
Boivin & Associates, Cpas Accounting $8,000