AUMdb

Wb Holdings, Inc. 401(k) Plan

Sponsored by Wb Holdings, Inc. · EIN 391676059 · Plan #003

Total assets
$34.7M
Net assets
$34.7M
Active participants
359
With balances
417

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
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 Ins. Co Of America Recordkeeping fees $18,486
Blue Chip Retirment Plans, Inc. Contract administrator $13,258
Empower Advisory Group,Llc Investment management $10,162
Cambridge Investment Research Inc. Other commissions $0