Western Reserve Group 401(k) Profit Sharing Plan
Sponsored by Western Reserve Mutual Casualty Company · EIN 340613930 · Plan #002
- Total assets
- $62.0M
- Net assets
- $62.0M
- Active participants
- 287
- With balances
- 356
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 |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $68,381 |