AUMdb

Whirlwind Steel Buildings, Inc. 401(k) Plan

Sponsored by Whirlwind Steel Buildings, Inc. · EIN 760366138 · Plan #003

Total assets
$21.4M
Net assets
$21.4M
Active participants
680
With balances
773

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
Oppenheimer & Co. Inc. CRD 249 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Srvcs. Participant loan processing, Redemption fees, Float revenue $90,306
Oppenheimer & Co, Inc. Investment advisory (plan) $39,904