Whiteford, Taylor & Preston Money Purchase Pension Plan And Trust
Sponsored by Whiteford, Taylor & Preston, L.L.P. · EIN 520619214 · Plan #002
- Total assets
- $129M
- Net assets
- $129M
- Active participants
- 260
- With balances
- 371
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Curio Wealth, Llc CRD 328178 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Curio Wealth Llc | Investment management, Direct payment from the plan | $21,986 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $5,320 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |