Western States 401(k) Retirement Fund Of The Opeiu
Sponsored by Western States 401(k) Retirement Fund Of The Opeiu Board Of Trustees · EIN 936026077 · Plan #001
- Total assets
- $68.6M
- Net assets
- $68.6M
- Active participants
- 383
- With balances
- 1,505
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 |
|---|---|---|
| John Hancock Retirement Plan Servic | Recordkeeping, Direct payment from the plan | $193,261 |
| Benesys, Inc. | Contract administrator, Direct payment from the plan | $119,380 |
| Verus Advisory, Inc. | Investment advisory (plan), Direct payment from the plan | $58,250 |
| Withumsmith+Brown, Pc | Accounting, Direct payment from the plan | $52,547 |
| Platform Cpa | Accounting, Direct payment from the plan | $43,027 |
| Mondress Monaco Parr Lockwood | Legal, Direct payment from the plan | $36,410 |
| J.B. Nibley Insurance | Insurance services, Insurance brokerage commissions | $8,222 |