Westcliff University 401(k) Plan
Sponsored by Westcliff Management Group · EIN 460658370 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 626
- With balances
- 272
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 |
|---|---|---|
| John Hancock Usa | Recordkeeping, Float revenue, Soft dollars commissions | $1,866 |