Mundi/Westport 401(k) Plan
Sponsored by Westport Corporation · EIN 221838553 · Plan #004
- Total assets
- $45.4M
- Net assets
- $45.4M
- Active participants
- 130
- With balances
- 197
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services, Inc | Investment advisory (plan), Direct payment from the plan | $64,061 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $19,925 |