Western Mutual Insurance Company Profit Sharing / 401(k) Plan
Sponsored by Western Mutual Insurance Company · EIN 950634675 · Plan #003 · Irvine, CA
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 94
- With balances
- 113
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Participant-directed brokerage accounts
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 |
|---|---|---|
| Jlk Rosenberger Llp | Accounting | $14,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$7,937 |