Webb Stiles Company 401(k) Profit Sharing Plan
Sponsored by Webb Stiles Company · EIN 340742487 · Plan #001
- Total assets
- $21.2M
- Net assets
- $21.2M
- Active participants
- 115
- With balances
- 141
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $26,739 |
| Global Retirement Partners, Llc | Investment advisory (plan), Other investment fees and expenses | $22,583 |