W.D. Larson Companies Ltd, Inc. 401 K Retirement Plan
Sponsored by W.D. Larson Companies Ltd, Inc. · EIN 411244294 · Plan #001
- Total assets
- $55.4M
- Net assets
- $55.4M
- Active participants
- 782
- With balances
- 946
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $94,060 |
| Resources Investment Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $40,000 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $200 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |