Baxter & Woodman 401 K Retirement Savings Plan
Sponsored by Baxter & Woodman, Inc. · EIN 362845242 · Plan #001
- Total assets
- $89.2M
- Net assets
- $89.2M
- Active participants
- 415
- With balances
- 586
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 |
|---|---|---|
| Prospera Financial Services, Inc. CRD 10740 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prospera Financial Services | Investment advisory (plan), Direct payment from the plan | $45,000 |
| Ascensus Llc | Other commissions, Other fees, Recordkeeping fees | $14,109 |