Whitmore Worsley, Inc. 401(k) Profit Sharing Plan
Sponsored by Whitmore Worsley, Inc. · EIN 111571994 · Plan #002
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 130
- With balances
- 114
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $9,843 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $9,036 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |