The Western Union Company Incentive Savings Plan
Sponsored by The Western Union Company · EIN 204531180 · Plan #001
- Total assets
- $447M
- Net assets
- $447M
- Active participants
- 1,368
- With balances
- 2,743
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 |
|---|---|---|
| Innovest Portfolio Solutions Llc CRD 106110 | fuzzy_auto · 99% | 2024 |
| Vantage Consulting Group Inc CRD 105240 | fuzzy_auto · 95% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | fuzzy_auto · 96% | 2024 |
| Flexible Plan Investments Ltd CRD 110762 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $143,501 |
| Innovest Portfolio Solutions L | Investment management, Direct payment from the plan | $75,000 |
| Vantage Consulting | Investment management, Direct payment from the plan | $60,000 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $33,861 |
| Northern Trust Company | Investment management, Direct payment from the plan | $31,306 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $16,800 |
| Financial Engines Advisors Llc | Investment advisory (participants), Direct payment from the plan | $12,881 |
| Lifepro Asset Management Llc | Investment advisory (participants), Direct payment from the plan | $10,269 |
| Flexible Plan Investments Ltd | Investment advisory (participants), Direct payment from the plan | $9,243 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,751 |