Westmoreland Casemanagement And Supports, Inc. Employee's Pension Plan
Sponsored by Westmoreland Casemanagement And Supports, Inc. · EIN 251732657 · Plan #001
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 231
- With balances
- 311
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 99% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $81,125 |
| M2 B Retirement Consulting, Llc | Contract administrator, Direct payment from the plan, Other services | $4,150 |
| Edward Jones & Co Lp | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |
| Empower Annuity Insurance Co | Recordkeeping fees | -$25,920 |