Whitestone Reit Retirement Savings Plan
Sponsored by Whitestone Reit · EIN 760594970 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 71
- With balances
- 105
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 | $49,426 |
| Pannell Kerr Forster Of Texas P.C. | Accounting | $15,557 |
| Osaic Wealth Inc | Other commissions | $0 |