AUMdb

Airoldi Brothers, Inc. 401(k) Profit Sharing Plan

Sponsored by Airoldi Brothers, Inc. · EIN 390834611 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
320
With balances
226

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $33,866
Northwestern Mutual Wealth Manageme Investment advisory (plan), Consulting fees $28,910