Western Management, Inc. Profit Sharing & 401(k) Plan
Sponsored by Western Management, Inc. · EIN 341427510 · Plan #001
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 315
- With balances
- 462
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 |
|---|---|---|
| Rea & Associates | Contract administrator | $12,000 |
| Empower Advisory Group, Llc | Investment management | $8,065 |
| Empower Annuity Insurance Co | Recordkeeping fees | $4,212 |