Western Partitions, Inc. 401(k) Profit Sharing Plan
Sponsored by Western Partitions, Inc. · EIN 930655225 · Plan #001
- Total assets
- $22.0M
- Net assets
- $22.0M
- Active participants
- 186
- With balances
- 214
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 |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors Inc | Investment advisory (plan) | $31,701 |
| Premier Retirement Plan Services | Contract administrator | $19,201 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,544 |