AUMdb

West Monroe Partners, Inc. Frozen Capital Accumulation Plan

Sponsored by West Monroe Partners, Inc. · EIN 461586202 · Plan #002

Total assets
$56.2M
Net assets
$56.2M
Active participants
1,180
With balances
1,177

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bdo Other services, Direct payment from the plan $21,000