AUMdb

Ennoble First 401(k) Profit Sharing Plan And Trust

Sponsored by Ennoble First, Inc. · EIN 464598016 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
90
With balances
130

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
Form Wealth Advisors, Llc CRD 326519 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Forvis Wealth Advisors Investment advisory (participants), Investment advisory (plan), Investment management $28,624