Waterstone Mortgage 401(k) Plan
Sponsored by Waterstone Mortgage Corporation · EIN 392001010 · Plan #001
- Total assets
- $42.4M
- Net assets
- $42.4M
- Active participants
- 418
- With balances
- 876
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $75,516 |
| Global Retirement Partners Llc | Other fees | $0 |