AUMdb

Westech International 401(k) Profit Sharing Plan

Sponsored by Westech International, Inc. · EIN 850427441 · Plan #001

Total assets
$5.2M
Net assets
$5.2M
Active participants
232
With balances
158

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
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $12,318
Morgan Stanley Investment advisory (plan) $8,649
Randall And Hurley, Inc. Contract administrator $5,133