Westminster Company Retirement Savings Plan
Sponsored by Westminster Company · EIN 560086520 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 162
- With balances
- 178
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $12,897 |
| Empower Annuity Ins Co | Contract administrator | $12,897 |
| Wellth Advisory Svc Llc | Investment advisory (plan) | $10,050 |
| Dauby O'connor & Zaleski, Llc | Accounting | $8,000 |
| Strategic Retirement Adminstration | Contract administrator | $6,013 |