AUMdb

West Monroe Partners, Inc. 401(k) Plan

Sponsored by West Monroe Partners, Inc. · EIN 461586202 · Plan #001

Total assets
$727M
Net assets
$727M
Active participants
1,588
With balances
2,481

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $157,713
Baker Tilly Us, Llp Accounting, Direct payment from the plan $16,275
Baker Tilly Us Llp Accounting, Direct payment from the plan $7,350