AUMdb

The Webb Law Firm 401(k) Profit Sharing Plan And Trust

Sponsored by The Webb Law Firm · EIN 251216627 · Plan #002

Total assets
$51.8M
Net assets
$51.8M
Active participants
131
With balances
167

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
Robert W Baird & Co Inc Investment advisory (plan) $77,809
Dunbar Bender & Zapf Inc Contract administrator $10,674
H2 R Cpa Other fees $10,000
Capital Group Retirement Plan Servi Recordkeeping fees $1,105