AUMdb

Western Extrusions Retirement And Savings Plan

Sponsored by Western Extrusions Corporation · EIN 751653063 · Plan #001

Total assets
$20.4M
Net assets
$20.4M
Active participants
870
With balances
842

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $67,380
Wells Fargo Clearing Services Llc Investment advisory (plan) $29,499
Strategic Advisors, Inc. Investment advisory (plan) $11,106