AUMdb

D.W. Tool, Inc. Savings Plan

Sponsored by D.W. Tool, Inc. · EIN 431149970 · Plan #001

Total assets
$3.2M
Net assets
$3.2M
Active participants
131
With balances
126

Plan year beginning 10/01/2024 · 401(k)

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
Buckingham Asset Management Consulting (general), Investment advisory (participants), Investment advisory (plan) $5,299
Newport Group, Inc. Contract administrator, Recordkeeping, Direct payment from the plan $5,050