Wsb & Associates, Inc. 401(k) New Comparability Plan And Trust
Sponsored by Wsb & Associates, Inc. · EIN 411820018 · Plan #001
- Total assets
- $124M
- Net assets
- $124M
- Active participants
- 1,329
- With balances
- 1,423
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Resource Investment Advisors | Investment advisory (participants) | $51,660 |
| John Hancock Life Insurance Company | Recordkeeping | $2,492 |