AUMdb

Westmoor Manufacturing Company Profit Sharing Plan And Trust

Sponsored by Westmoor Manufacturing Company · EIN 470410162 · Plan #001 · Fort Worth, TX

Total assets
$9.6M
Net assets
$9.6M
Active participants
126
With balances
77

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Stadion Money Management, Llc CRD 112608 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Contract administrator $15,017
Stadion Money Management Investment advisory (participants) $5,899
The Rose Financial Gorup Recordkeeping $4,401