AUMdb

West Music Co., Inc. 401(k) Plan

Sponsored by West Music Co., Inc. · EIN 420737247 · Plan #002

Total assets
$16.7M
Net assets
$16.7M
Active participants
244
With balances
294

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capfinancial Partners Llc Investment advisory (plan) $39,258
Fidelity Investments Institutional Recordkeeping fees, Account maintenance fees $32,959