AUMdb

Western State Agency, Inc. 401(k) Profit Sharing Plan

Sponsored by Western State Agency, Inc. · EIN 450106740 · Plan #001

Total assets
$23.3M
Net assets
$23.3M
Active participants
287
With balances
337

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
July Business Services Contract administrator $7,957
Empower Annuity Insurance Company Recordkeeping fees $4,150