Williams Lea Llc 401(k) Savings Plan
Sponsored by Williams Lea Llc · EIN 133160717 · Plan #001
- Total assets
- $165M
- Net assets
- $165M
- Active participants
- 1,172
- With balances
- 1,845
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Highland Consulting Associates Inc | Consulting (general) | $67,500 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $60,615 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $49,911 |
| Miller Cooper & Co, Ltd | Other fees | $19,500 |