Western Employees Benefit Plan
Sponsored by Board Of Trustees Of The Western Employees Benefit Plan · EIN 911154065 · Plan #001
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 2,646
- With balances
- 6,153
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 |
|---|---|---|
| Scott Capital Advisors, Llc CRD 307980 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Hill Trust Company | Contract administrator, Recordkeeping, Copying and duplicating | $656,475 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $46,177 |
| Scott Capital Advisors | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $32,500 |
| Clark, Raymond & Company, Pllc | Accounting, Direct payment from the plan | $28,200 |
| Law Office Of Richard A Ekman, P.S. | Legal, Direct payment from the plan | $9,000 |