AUMdb

Western States Ironworkers Shopmen's 401(k) Plan

Sponsored by Board Of Trustees, Western States Ironworkers Shopmens 401(k) Plan · EIN 931233183 · Plan #001

Total assets
$9.7M
Net assets
$9.7M
Active participants
146
With balances
500

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
First Hill Trust Company Contract administrator, Direct payment from the plan, Recordkeeping $56,804
Law Office Of Richard A Ekman, Pllc Legal, Direct payment from the plan $6,000
Wells Fargo Advisors Investment advisory (plan), Direct payment from the plan $5,000