AUMdb

Wh Midwest, Llc 401(k) Profit Sharing Plan

Sponsored by Wh Midwest, Llc Dba Wayne Homes · EIN 300588053 · Plan #001

Total assets
$11.0M
Net assets
$11.0M
Active participants
151
With balances
190

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
Valmark Advisers Inc CRD 108050 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $26,490
Valmark Advisers Inc Investment advisory (plan) $26,208
Trinity Pension Consultants Contract administrator $11,180