Westair Gases & Equipment, Inc. Profit Sharing 401(k) Plan
Sponsored by Westair Gases & Equipment, Inc. · EIN 952673204 · Plan #001
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 281
- With balances
- 312
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $57,938 |
| Edward D Jones & Company | Investment advisory (plan), Investment management fees (direct) | $43,933 |