AUMdb

Precision Countertops, Inc. Profit Sharing Plan & Trust

Sponsored by Precision Countertops, Inc. · EIN 930939572 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
194
With balances
282

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
Cambridge Investments, Llc CRD 174460 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $18,356
Cambridge Investment Advisor Investment advisory (plan), Direct payment from the plan $17,698