Employee 401(k) Savings Plan
Sponsored by Western Cnc, Inc. · EIN 953557222 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 139
- With balances
- 157
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $38,164 |
| Filipovitch & Co. | Accounting, Direct payment from the plan | $9,500 |
| Securities America Advisors | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |