Western Equipment, Llc Retirement Savings Plan
Sponsored by Western Equipment, Llc · EIN 300134973 · Plan #001
- Total assets
- $52.4M
- Net assets
- $52.4M
- Active participants
- 706
- With balances
- 753
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 |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $63,449 |
| Navigate Retirement Solutions | Investment advisory (plan) | $47,200 |
| Matrix Trust Company | Custodial (securities) | $10,019 |