Truwest Company, Llc Retirement Savings Plan
Sponsored by Truwest Company, Llc · EIN 300719069 · Plan #001
- Total assets
- $21.5M
- Net assets
- $21.5M
- Active participants
- 261
- With balances
- 315
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 |
|---|---|---|
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 96% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cedar Brook Financial Partners | Investment advisory (plan) | $22,701 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $18,423 |
| Signature Estate & Investment | Investment advisory (plan) | $11,731 |
| Charles Schwab & Co., Inc | Investment advisory (participants) | $144 |
| Bofa Securities, Inc. | Other fees | $11 |
| Goldman, Sachs & Co. | Other fees | $8 |
| J.P. Morgan Securities In | Other fees | $4 |
| Morgan Stanley & Co, Inc | Other fees | $4 |
| Citadel Securities Institutional Ll | Other fees | $3 |
| Pershing,Llc | Other fees | $3 |
| Barclays Capital Le | Other fees | $2 |
| Jefferies Llc | Other fees | $2 |
| Citigroup Global Markets Inc | Other fees | $1 |