Wasatch Property Management 401(k) Plan
Sponsored by Wasatch Property Management, Inc · EIN 870484108 · Plan #001
- Total assets
- $35.1M
- Net assets
- $35.1M
- Active participants
- 835
- With balances
- 758
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 |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $60,134 |
| Empower Annuity Insurance Company | Recordkeeping fees | $43,125 |
| Dwc Erisa Consultants Llc | Contract administrator | $36,649 |
| Poulsen Vanleuven & Catmull Pa | Accounting | $19,500 |