Westbury Bank 401 K Psp
Sponsored by Westbury Bank · EIN 390698030 · Plan #002
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 107
- With balances
- 157
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 |
|---|---|---|
| Spectrum Investment Advisors, Inc. CRD 108669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Spectrum Investment Advisors. | Investment advisory (plan), Direct payment from the plan | $44,274 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $25,207 |