Westlie Motor Company 401(k) Profit Sharing Plan
Sponsored by Westlie Motor Company · EIN 450219811 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 186
- With balances
- 148
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 |
|---|---|---|
| Avantax Retirement Plan Services | Recordkeeping, Consulting (general), Investment advisory (participants) | $67,242 |