A&E Incorporated 401(k) Profit Sharing Plan & Trust
Sponsored by A&E Incorporated · EIN 390778827 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 139
- 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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $36,054 |
| Vrakas | Accounting, Direct payment from the plan | $11,000 |
| Baird Insurance Services Inc | Other services, Other commissions | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |