Western Distributing Company Employees' Profit Sharing Plan & Trust
Sponsored by Western Distributing Company · EIN 840376087 · Plan #001
- Total assets
- $17.8M
- Net assets
- $17.8M
- Active participants
- 282
- With balances
- 410
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping | $45,264 |
| Lpl Financial, Llc | Investment advisory (plan) | $24,000 |
| Newport Trust Company | Trustee (institutional), Direct payment from the plan | $7,936 |