Whitestone Group 401 K Plan
Sponsored by The Whitestone Group, Inc. · EIN 341941099 · Plan #001
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 418
- With balances
- 314
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $27,386 |
| Merrill Lynch | Investment advisory (plan) | $21,687 |
| Mcgregor & Associates, Inc. | Contract administrator | $8,865 |
| Empower Advisory Group, Llc | Investment management | $361 |