AUMdb

Wilson Tool International, Inc. Profit Sharing Plan

Sponsored by Wilson Tool International, Inc. · EIN 410952774 · Plan #001

Total assets
$150M
Net assets
$150M
Active participants
663
With balances
747

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $14,012