Wng 401(k) Plan
Sponsored by Western National Properties Dba Western National Group · EIN 330848232 · Plan #001
- Total assets
- $58.3M
- Net assets
- $58.3M
- Active participants
- 824
- With balances
- 649
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 |
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Ins Co Of America | Recordkeeping fees | $95,051 |
| Empower Advisory Group, Llc | Investment management | $83,838 |
| Actuarial Benefits Corp | Contract administrator | $63,930 |
| World Investment Advisors Llc | Investment advisory (plan) | $58,888 |
| Marcum Llp | Accounting | $20,600 |