Williamsmarston Llc Retirement Plan
Sponsored by Williamsmarston Llc · EIN 464311251 · Plan #001
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 181
- With balances
- 315
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $41,332 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $17,591 |