Woodmont Properties Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Woodmont Properties Llc · EIN 223719320 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 149
- With balances
- 120
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
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 | $46,485 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan | $1,805 |
| M Holdings Securities Inc | Investment advisory (participants) | $0 |