Watkins, Ward & Stafford, Pllc 401(k) Salary Savings Plan
Sponsored by Watkins, Ward & Stafford, Pllc · EIN 640394922 · Plan #001
- Total assets
- $25.0M
- Net assets
- $25.0M
- Active participants
- 133
- With balances
- 159
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 |
|---|---|---|
| Renasant Bank | Trustee (institutional), Investment advisory (plan) | $106,672 |
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $2,284 |