AUMdb

Starwest Botanicals, Llc 401(k) Plan

Sponsored by Starwest Botanicals, Llc · EIN 942755234 · Plan #002

Total assets
$1.1M
Net assets
$1.0M
Active participants
170
With balances
178

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Dunbar, Bender And Zapf, Inc Contract administrator $5,250
Empower Annuity Ins Co Of America Recordkeeping, Other services, Shareholder servicing fees $5,223
Wells Fargo Advisors, Llc Investment advisory (plan) $3,737
Empower Advisory Group, Llc Investment management $1,094