Tcwglobal 401(k) Plan
Sponsored by Wmbe Payrolling Inc · EIN 800424690 · Plan #001
- Total assets
- $25.9M
- Net assets
- $25.9M
- Active participants
- 5,332
- With balances
- 1,094
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $125,031 |
| Aldrich Wealth Limited Partnership | Investment advisory (plan) | $25,411 |
| Global Retirement Partners Llc | Investment advisory (plan) | $21,149 |
| Empower Advisory Group, Llc | Investment management | $18,231 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $10 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |