Westfield Bank 401(k) Plan
Sponsored by Westfield Bank, Fsb · EIN 341940362 · Plan #001
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 201
- With balances
- 213
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Consulting (general), Investment advisory (participants), Direct payment from the plan | $44,813 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $13,153 |