Westmont Living 401(k) Plan
Sponsored by Westmont Living, Inc. · EIN 262513782 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 979
- With balances
- 1,240
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 |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $55,608 |
| Accelerate Investment Advisors | Investment advisory (plan) | $50,739 |
| Administrative Fiduciary Services | Other fees | $23,079 |
| Lavine Lofgren Morris & Engelberg | Accounting | $13,725 |
| Nova 401(k) Associates | Contract administrator, Other fees | $4,901 |