Waterbridge Management Company 401(k) Plan
Sponsored by Waterbridge Management Company Llc · EIN 364898754 · Plan #001
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 483
- With balances
- 515
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $100,752 |
| Gallagher Fiduciary Advisors | Investment advisory (participants) | $46,874 |