Woodmont Real Estate Services, L.P. 401(k) Profit Sharing Plan
Sponsored by Woodmont Real Estate Services, Lp · EIN 943209029 · Plan #001
- Total assets
- $28.0M
- Net assets
- $28.0M
- Active participants
- 353
- With balances
- 458
Plan year beginning 10/01/2024 · 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% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (plan) | $7,409 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $5,021 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,645 |