Weststar Bank 401(k) Plan
Sponsored by Weststar Bank · EIN 742559241 · Plan #001
- Total assets
- $26.5M
- Net assets
- $26.5M
- Active participants
- 329
- With balances
- 386
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 |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Contract administrator | $39,791 |
| Alliance Benefit Group | Recordkeeping fees | $5,201 |
| M Holdings Securities, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |