AUMdb

Viwintech Window & Door, Inc. 401(k) Retirement Savings Plan

Sponsored by Viwintech Window & Door, Inc. · EIN 274726665 · Plan #002

Total assets
$3.0M
Net assets
$3.0M
Active participants
280
With balances
293

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
Shepherd Financial Investment Advisory Llc CRD 288623 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $18,710
Shepherd Financial Investment Advis Investment advisory (plan) $13,231