W.E. Bowers & Associates Union Retirement Plan
Sponsored by W.E. Bowers And Associates, Inc. · EIN 521339598 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 904
- With balances
- 394
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $59,519 |
| Merrill Lynch Pierce Fenner & Smith | Shareholder servicing fees, Sub-transfer agency fees, Recordkeeping | $38,636 |
| Adp Broker Dealer | Other services, Other fees | $0 |