Wayne Davis Concrete Co. 401(k) Retirement And Profit Sharing Plan
Sponsored by Wayne Davis Concrete Co. · EIN 581327956 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 241
- With balances
- 271
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 |
|---|---|---|
| Northwestern Mutual Investment Services, Llc CRD 2881 | fuzzy_auto · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwestern Mutual Investment Svcs | Investment advisory (plan) | $39,141 |
| Erisa Services Of Gerogia, Llc | Contract administrator | $12,871 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $12,248 |
| Empower Advisory Group, Llc | Investment management | $8,519 |