Western Holding Group, Inc. Profit Sharing & 401(k) Plan
Sponsored by Western Holding Group, Inc. · EIN 475472672 · Plan #005
- Total assets
- $48.1M
- Net assets
- $48.1M
- Active participants
- 639
- With balances
- 353
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $59,570 |
| Rubinbrown Llp | Accounting, Direct payment from the plan | $32,984 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |