AUMdb

Wick Buildings, Inc. Savings Plan

Sponsored by Wick Buildings, Inc. · EIN 900142264 · Plan #001

Total assets
$14.6M
Net assets
$14.6M
Active participants
134
With balances
216

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
Francis Llc CRD 130687 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $52,512
Francis Llc Investment advisory (plan), Direct payment from the plan $35,280
Vrakas Cpas And Advisors Accounting, Direct payment from the plan $10,500