W3, Llc 401(k) Plan
Sponsored by W3, Llc · EIN 800206231 · Plan #001
- Total assets
- $16.9M
- Net assets
- $16.9M
- Active participants
- 719
- With balances
- 386
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 |
|---|---|---|
| Silver Oak Securities Incorporated CRD 46947 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $47,472 |
| Lamon & Stern Inc | Other fees | $34,207 |
| Silver Oak Securities Inc | Investment advisory (plan) | $27,710 |
| Empower Advisory Group, Llc | Investment management | $16,914 |
| Creative Planning Llc | Investment advisory (plan) | $15,479 |