AUMdb

Western Building Center 401(k) Profit Sharing Plan

Sponsored by Western Building Center · EIN 810257771 · Plan #001 · Kalispell, MT

Total assets
$11.5M
Net assets
$11.5M
Active participants
279
With balances
395

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Edward D. Jones & Co. Investment advisory (participants) $26,908
Big Sky Retirement Contract administrator $21,252