Western Shield Acquisitions, Llc 401(k) Profit Sharing Plan
Sponsored by Western Shield Acquisitions, Llc · EIN 912084334 · Plan #001
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 115
- With balances
- 69
Plan year beginning 01/01/2021 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2021 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (participants) | $11,198 |
| John Hancock Life Insurance Company | Recordkeeping | $814 |