Westmont Group Employees' 401(k) Plan
Sponsored by Westmont Industries Llc · EIN 952880878 · Plan #002
- Total assets
- $21.4M
- Net assets
- $21.4M
- Active participants
- 202
- With balances
- 243
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors | Investment advisory (plan), Direct payment from the plan | $48,281 |
| Ascensus Llc | Other commissions, Other fees, Recordkeeping fees | $26,614 |
| Fineman West & Co | Accounting, Direct payment from the plan | $13,039 |