Ws Audiology Usa, Inc. Savings Plan
Sponsored by Ws Audiology Usa, Inc. · EIN 222102429 · Plan #001
- Total assets
- $175M
- Net assets
- $175M
- Active participants
- 1,581
- With balances
- 2,271
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $180,388 |
| Harter Secrest & Emery Llp | Legal, Direct payment from the plan | $31,042 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $21,536 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |