Whitfield & Eddy P.L.C. 401(k) Plan
Sponsored by Whitfield & Eddy P.L.C. · EIN 420643980 · Plan #002
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 80
- With balances
- 108
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 |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Investment | Investment advisory (plan), Direct payment from the plan | $35,000 |
| The Vanguard Group, Inc. | Investment advisory (plan), Direct payment from the plan | $1,390 |
| Pension Administrators Llc | $525 | |
| Pension Administrators Llc | Direct payment from the plan, Recordkeeping fees | $0 |
| Td Ameritrade, Inc. | Investment advisory (plan), Direct payment from the plan | $0 |