Aim Transfer & Storage, Inc. Profit Sharing 401(k) Plan
Sponsored by Aim Transfer & Storage, Inc. · EIN 260103327 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 131
- With balances
- 155
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 |
|---|---|---|
| Williams Financial, Llc CRD 137038 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Williams Financial | Investment advisory (plan) | $29,971 |
| Empower Annuity Insurance Company | Recordkeeping fees | $25,983 |
| Carnow And Associates, Ltd. | Contract administrator | $5,250 |