AUMdb

Edco Products, Incorporated 401(k) Profit Sharing Plan

Sponsored by Edco Products, Incorporated · EIN 410642775 · Plan #002

Total assets
$34.8M
Net assets
$34.8M
Active participants
202
With balances
310

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
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Sageview Advisory Group, Llc Investment advisory (plan), Consulting fees $30,356
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $26,797