Ford, Walker, Haggerty & Behar, Llp 401(k) Plan
Sponsored by Ford, Walker, Haggerty & Behar, Llp · EIN 330485182 · Plan #002
- Total assets
- $34.9M
- Net assets
- $34.9M
- Active participants
- 150
- With balances
- 177
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 |
|---|---|---|
| Westlake Capital Inc CRD 105473 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services | Recordkeeping, Copying and duplicating, Participant loan processing | $61,308 |
| West Oak Capital | Investment advisory (participants), Investment management fees (direct) | $18,877 |
| Mg Trust Company Dba Matrix Trust C | Recordkeeping, Consulting (general), Custodial (securities) | $0 |