AUMdb

West Point Optical, Llc Retirement Savings Plan

Sponsored by West Point Optical, Llc · EIN 465301472 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
398
With balances
340

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $33,741
Bennett Thrasher Recordkeeping, Consulting (pension), Direct payment from the plan $14,175
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0
Park Avenue Securities Other services, Other fees $0