Osha Bergman Watanabe & Burton 401(k) Plan
Sponsored by Osha Bergman Watanabe & Burton Llp · EIN 760571383 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 123
- With balances
- 147
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 |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Desroches Partners | Other fees | $6,000 |
| Wealth Enhancement Advisory Service | Other fees, Investment advisory (plan) | $4,384 |
| Alliance Benefit Group Of Houston | Accounting | $3,783 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $3,653 |
| Alliance Benefit Group Of Houston | Other services | $0 |