Western Region Retirement Trust 401(k) And Regular Profit Sharing Plan
Sponsored by Reed Family Companies · EIN 942208599 · Plan #006
- Total assets
- $60.1M
- Net assets
- $60.1M
- Active participants
- 533
- With balances
- 739
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 |
|---|---|---|
| Cutler Investment Counsel, Llc CRD 128483 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cutler Investment Group | Investment advisory (plan) | $41,417 |
| Empower Annuity Insurance Of Americ | Recordkeeping fees | $20,146 |
| Pentegra Services, Inc. | Contract administrator | $8,455 |