Whitlam Group 401(k) Plan
Sponsored by Whitlam Group, Inc. · EIN 381855016 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 112
- With balances
- 105
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $17,452 |