West Pac Stone Employee Retirement Plan
Sponsored by Western Pacific Roofing Corp · EIN 952386834 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 160
- With balances
- 149
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $26,256 |
| Morgan Stanley | Investment advisory (plan) | $23,318 |
| Nppg | Recordkeeping | $3,475 |