Westfield Employee Retirement Savings Plan
Sponsored by Ohio Farmers Insurance Company · EIN 340438190 · Plan #004
- Total assets
- $516M
- Net assets
- $516M
- Active participants
- 2,616
- With balances
- 3,310
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $263,351 |
| Newport Capital Group Llc | Investment advisory (plan), Direct payment from the plan | $62,060 |
| Newport Group Securities | Investment advisory (plan), Direct payment from the plan | $20,686 |
| D'amico Wawrin & Company Cpas, Llc | Accounting, Direct payment from the plan | $16,000 |