Westwood Professional Services, Inc. 401(k) Profit Sharing Plan
Sponsored by Westwood Professional Services, Inc. · EIN 411617552 · Plan #001
- Total assets
- $201M
- Net assets
- $201M
- Active participants
- 1,590
- With balances
- 1,812
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $82,755 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $74,630 |
| Mma Securities Llc | Investment advisory (plan) | $60,000 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $70 |
| Empower Financial Services, Inc. | Other investment fees and expenses | $60 |
| Empower Financial Services, Inc. | Shareholder servicing fees | $0 |