AUMdb

Wicker Smith 401(k) Plan Ii

Sponsored by Wicker, Smith, Ohara, Mccoy & Ford, P.A. · EIN 650089075 · Plan #002

Total assets
$75.8M
Net assets
$75.7M
Active participants
235
With balances
340

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
Ingham & Company Contract administrator, Sub-transfer agency fees, Investment advisory (plan) $111,210
National Financial Services Custodial (securities) $11,040