Watermill Express Retirement Plan
Sponsored by Watermill Express Llc · EIN 421601440 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 325
- With balances
- 303
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 |
|---|---|---|
| Ifam Capital | Investment advisory (participants), Investment advisory (plan), Investment management | $18,682 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Direct payment from the plan | $4,863 |