Sourcewise Money Purchase Pension Plan
Sponsored by Sourcewise · EIN 942256503 · Plan #001
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 85
- With balances
- 148
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Westhill Financial Advisors, Inc. CRD 152506 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Westhill Financial Advisors | Investment advisory (plan) | $15,460 |
| Findec Benefit Services, Inc. | Contract administrator, Recordkeeping, Consulting (pension) | $1,700 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |