Western Carriers, Inc. Profit Sharing Plan
Sponsored by Western Carriers, Inc. · EIN 042481205 · Plan #002
- Total assets
- $41.7M
- Net assets
- $41.7M
- Active participants
- 815
- With balances
- 486
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 |
|---|---|---|
| Sensus Investment Management Group Llc CRD 145961 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sensus Investment Management G | Investment management, Direct payment from the plan | $111,646 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $57,653 |