Webtpa Employer Services, Llc 401(k) Retirement Savings Plan
Sponsored by Webtpa Employer Services, Llc · EIN 752611444 · Plan #001
- Total assets
- $33.9M
- Net assets
- $33.9M
- Active participants
- 779
- With balances
- 543
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $38,197 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,333 |
| Wealth Management Systems Inc | Other services, Recordkeeping fees, Account maintenance fees | $0 |