Pwp 401(k) Plan
Sponsored by Pwp Employer Lp · EIN 813881290 · Plan #001
- Total assets
- $172M
- Net assets
- $172M
- Active participants
- 494
- With balances
- 1,133
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 |
|---|---|---|
| Sequoia Financial Advisors, L.L.C. CRD 117756 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $51,247 |
| Leafhouse Financial Advisor Llc | Investment advisory (plan) | $40,448 |
| Sequoia Financial Advisors Llc | Investment advisory (plan) | $24,000 |