Ware Malcomb 401(k) Plan
Sponsored by Ware Malcomb · EIN 952905859 · Plan #001
- Total assets
- $53.7M
- Net assets
- $53.7M
- Active participants
- 529
- With balances
- 560
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 |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Retirement Pla | Investment management, Direct payment from the plan | $98,778 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $73,651 |