Wescon Controls, Llc 401(k) Plan
Sponsored by Wescon Controls, Llc · EIN 460808728 · Plan #005
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 136
- With balances
- 143
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc. | Investment advisory (plan), Direct payment from the plan, Other fees | $87,867 |
| Newport Group, Inc. | Contract administrator, Plan administrator, Recordkeeping | $4,178 |