Worden Martin Employee 401(k) Plan
Sponsored by Worden Martin Inc · EIN 370653739 · Plan #001
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 134
- With balances
- 132
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 |
|---|---|---|
| Northwestern Mutual Investment Services, Llc CRD 2881 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwestern Mutual Investment Svc | Investment advisory (participants) | $26,243 |