AUMdb

Westmoreland Retirement Plan

Sponsored by Westmoreland Mining Llc · EIN 833555130 · Plan #006

Total assets
$75.1M
Net assets
$75.1M
Active participants
73
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Portfolio Services Llc CRD 287693 fuzzy_auto · 95% 2024
Global Retirement Partners Llc CRD 172011 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Contract administrator $521,456
Global Portfolio Strategies, Inc. Investment management $129,272
Global Retirement Investment advisory (plan) $18,750