Western Home Employees Retirement Plan
Sponsored by Western Home Services · EIN 272825987 · Plan #001
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 840
- With balances
- 307
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan), Investment management, Investment management fees (direct) | $34,123 |
| Paradigm Benefits Llc | Participant loan processing, Distribution (12b-1) fees | $3,322 |