White Arrow 401(k) & Ps Plan
Sponsored by White Arrow, Inc. · EIN 611432891 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 106
- With balances
- 134
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 |
|---|---|---|
| Financial Counseling Resources Llc CRD 315883 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $21,381 |
| Financial Counseling Resources, Llc | Investment advisory (plan), Consulting fees | $19,491 |