Westone Laboratories, Inc. 401(k) And Profit Sharing Plan
Sponsored by Westone Laboratories, Inc. · EIN 840569324 · Plan #001
- Total assets
- $2.2M
- Net assets
- $2.2M
- Active participants
- 56
- With balances
- 161
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $15,108 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $7,117 |
| Empower Advisory Group, Llc | Investment management | $848 |