AUMdb

Winking Lizard Tavern, Inc. 401 K Profit Sharing Plan & Trust

Sponsored by Winking Lizard Tavern, Inc. · EIN 341675347 · Plan #001

Total assets
$9.2M
Net assets
$9.2M
Active participants
545
With balances
668

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
Ascensus Recordkeeping $38,461
Winking Lizard Inc Other services $29,937
Trinity Pension Consultants, Inc Contract administrator $15,811