AUMdb

A.K. Industries, Inc. Profit Sharing Plan

Sponsored by A.K. Industries, Inc. · EIN 351515023 · Plan #001

Total assets
$5.5M
Net assets
$5.5M
Active participants
225
With balances
148

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
Wilshire Advisors Llc CRD 6210 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Latitude Service Company, Inc. Contract administrator, Other fees, Direct payment from the plan $5,615
Principal Life Insurance Company Contract administrator, Recordkeeping fees, Participant loan processing $4,802
Baird Insurance Services Inc Other services, Other commissions $0
Wishire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0