Western Trailer Co. 401(k) Profit Sharing Plan
Sponsored by Western Trailer Co. · EIN 820347136 · Plan #001
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 294
- With balances
- 444
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 |
|---|---|---|
| Echelon Group, Inc. CRD 333195 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps | Recordkeeping, Consulting (general), Participant loan processing | $44,496 |
| Arbor Point Advisors Llc | Investment advisory (participants), Investment advisory (plan), Participant communication | $36,209 |
| Echelon Group, Inc. | Investment advisory (participants), Investment advisory (plan), Participant communication | $13,078 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan, Distribution (12b-1) fees | $8,881 |