Warner Pacific Insurance Services, Inc. Retirement Plan
Sponsored by Warner Pacific Insurance Service · EIN 953959252 · Plan #001
- Total assets
- $49.4M
- Net assets
- $49.4M
- Active participants
- 515
- With balances
- 433
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $49,935 |
| Hcvt Certified Public Accountants | Recordkeeping, Consulting (pension), Direct payment from the plan | $10,800 |
| Merrill Lynch Pierce Fenner & Smith | Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Adp Broker Dealer | Other services, Other fees | $0 |