AUMdb

Websterrogers Llp 401(k) Plan & Trust

Sponsored by Websterrogers, Llp · EIN 570776381 · Plan #001

Total assets
$23.7M
Net assets
$23.7M
Active participants
117
With balances
155

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Contract administrator, Recordkeeping, Trustee (institutional) $15,624
Newport Trust Company Trustee (institutional) $9,167