Waymakers 401(k) Plan
Sponsored by Waymakers · EIN 953167866 · Plan #002
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 279
- With balances
- 434
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Participant loan processing, Participant communication | $70,678 |
| Sageview Advisory Group Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $29,347 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |