AUMdb

Ewing Bros., Inc. Profit Sharing Plan And Trust

Sponsored by Ewing Bros., Inc. · EIN 880111164 · Plan #001

Total assets
$3.8M
Net assets
$3.8M
Active participants
109
With balances
146

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024

Service providers

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

Provider Services Direct comp
Lincoln National Corporation Contract administrator $18,505
Merrill Lynch,Pierce,Fenner & Smith Investment advisory (plan) $17,336
Tpa Recordkeeping $3,493