Western Growers Retirement Security Plan
Sponsored by Western Growers Association · EIN 951362030 · Plan #336
- Total assets
- $145M
- Net assets
- $145M
- Active participants
- 1,566
- With balances
- 427
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 |
|---|---|---|
| Western Growers Financial Services, Inc. CRD 115115 | deterministic · 100% | 2024 |
| Raub Brock Capital Management, Lp CRD 153994 | deterministic · 100% | 2024 |
| Tran Capital Management, L.P. CRD 107049 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Western Growers Financial Services | Investment advisory (participants), Investment advisory (plan), Investment management | $150,207 |
| Nwps | Recordkeeping, Consulting (general), Participant loan processing | $124,521 |
| Raub Brock Capital Management | Investment management, Investment management fees (direct) | $102,636 |
| Western Growers Association | Contract administrator, Plan administrator, Copying and duplicating | $70,094 |
| Tran Capital Management L.P. | Investment management, Investment management fees (direct) | $55,084 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $52,500 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $52,477 |
| Alta Trust Company | Trustee (institutional), Valuation, Direct payment from the plan | $25,000 |