AUMdb

Welfare And Pension Administration Service, Inc. 401(k) Savings Plan

Sponsored by Welfare And Pension Administration Service, Inc. · EIN 911363171 · Plan #002

Total assets
$12.7M
Net assets
$12.7M
Active participants
109
With balances
125

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
Faircourt Partners, Llc CRD 295508 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Faircourt Partners, Llc Investment advisory (plan), Direct payment from the plan $27,847
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $13,259