The F.W. Webb Company Savings & Profit Sharing Plan
Sponsored by F.W. Webb Company · EIN 041952890 · Plan #001
- Total assets
- $499M
- Net assets
- $499M
- Active participants
- 3,437
- With balances
- 3,870
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $296,711 |
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan, Recordkeeping | $248,613 |
| Empower Financial Services, Inc. | Other investment fees and expenses, Participant communication, Securities brokerage | $447 |