Waterton 401(k) Profit Sharing Plan
Sponsored by Waterton Associates · EIN 364020229 · Plan #001
- Total assets
- $53.6M
- Net assets
- $53.6M
- Active participants
- 815
- With balances
- 1,044
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
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 | $115,111 |
| Creative Planning Llc | Investment advisory (plan) | $83,379 |
| Sikich Llp | Accounting | $8,000 |