Woodsage Llc 401(k) Plan
Sponsored by Woodsage Llc · EIN 472068738 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 116
- With balances
- 151
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 |
|---|---|---|
| Venture Visionary Partners Llc CRD 304237 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Sub-transfer agency fees, Recordkeeping | $15,466 |
| Venture Visionary Partners Llc | Investment advisory (participants), Investment advisory (plan) | $10,000 |