AUMdb

Wathen Castanos Homes 401(k) Plan

Sponsored by Wcp Developers, Llc · EIN 823373291 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
17
With balances
7

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
Roush Investment Llc Investment management fees (direct) $30,750
Aps Pentegra Plan administrator $8,902
Nationwide Recordkeeping $8,688
Iron Fiduciary Investment advisory (participants) $3,071
Nationwide Life Insurance Company Recordkeeping $614
Pentegra Insurance Angency Plan administrator $0