Homes By West Bay 401(k) Plan
Sponsored by Homes By West Bay, Llc · EIN 271060879 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 250
- With balances
- 297
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 |
|---|---|---|
| Northwestern Mutual Private Client | Investment advisory (plan) | $47,463 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $32,482 |
| Mg Trust Company Dba Matrix Trust C | Recordkeeping, Consulting (general), Custodial (securities) | $0 |