Win Holt Equipment Corporation 401(k) Savings Plan
Sponsored by Win Holt Equipment Corporation · EIN 111735819 · Plan #003
- Total assets
- $8.8M
- Net assets
- $8.7M
- Active participants
- 236
- With balances
- 124
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Stone Fiduciary Management Llc | Investment advisory (plan) | $13,750 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,109 |