Whiteley Technical Services, Ll 401(k) Plan
Sponsored by Whiteley Techcnical Services, Llc · EIN 851273779 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 252
- With balances
- 110
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 |
|---|---|---|
| Fidelity Investments Inst Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $34,549 |
| Mbg Retirement, Inc | Investment advisory (plan) | $10,557 |