L. C. Whitford Co., Inc. 401(k) Plan
Sponsored by L. C. Whitford Co., Inc. · EIN 160789973 · Plan #004
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 149
- With balances
- 237
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 |
|---|---|---|
| Level Financial Advisors, Inc. CRD 110641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Frontier Financial Group, Llc | Investment advisory (plan), Direct payment from the plan | $33,526 |
| Professional Capital Services, Llc | Claims processing, Contract administrator, Recordkeeping | $30,360 |
| Level Financial Advisors, Inc. | Investment management, Direct payment from the plan | $11,175 |