AUMdb

The Westervelt Company Savings And Investment Plan

Sponsored by The Westervelt Company · EIN 631158654 · Plan #001

Total assets
$137M
Net assets
$137M
Active participants
697
With balances
868

Plan year beginning 01/01/2024 · 401(k)

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
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $119,885