Williston Financial Group Llc 401(k) Plan
Sponsored by Williston Financial Group, Llc · EIN 271434397 · Plan #001
- Total assets
- $98.1M
- Net assets
- $98.1M
- Active participants
- 1,421
- With balances
- 1,579
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $137,268 |
| Morgan Stanley Global Banking Oper | Investment advisory (plan) | $61,128 |
| Delap | Accounting | $21,500 |