Westport Retirement Plan
Sponsored by Westport, L.L.C. · EIN 465463541 · Plan #001 · Westport, WA
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 165
- With balances
- 215
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 |
|---|---|---|
| Regions Bank | Consulting (general), Investment advisory (plan), Direct payment from the plan | $5,500 |
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $5,338 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llc | Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees | $0 |