AUMdb

Westminster Pet Products 401(k) Plan

Sponsored by Wpp Acquisition, Llc · EIN 851915602 · Plan #002

Total assets
$4.7M
Net assets
$4.7M
Active participants
83
With balances
156

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning Llc Investment advisory (plan) $9,916
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $2,400