Western Towboat Company 401(k) Profit Sharing Plan
Sponsored by Western Towboat Company · EIN 910926119 · Plan #001
- Total assets
- $44.1M
- Net assets
- $44.1M
- Active participants
- 169
- With balances
- 215
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $31,771 |
| Nwps | Recordkeeping, Participant loan processing, Recordkeeping fees | $31,569 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $14,123 |