Ws Asset Management, Inc. 401(k) And Profit Sharing Plan
Sponsored by Ws Asset Management, Inc. · EIN 042745768 · Plan #001
- Total assets
- $54.4M
- Net assets
- $54.4M
- Active participants
- 371
- With balances
- 489
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 |
|---|---|---|
| The Kelliher Corbett Group | Investment advisory (plan), Direct payment from the plan | $124,049 |
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $8,519 |