Torwest, Inc. 401(k) Plan
Sponsored by Torwest, Inc · EIN 980103397 · Plan #001 · Vero Beach, FL
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 182
- With balances
- 218
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 |
|---|---|---|
| Stifel Nicolaus | Recordkeeping, Trustee (institutional), Other services | $20,415 |
| Adp, Inc | Participant loan processing, Direct payment from the plan, Recordkeeping | $5,677 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |