Weltman, Weinberg & Reis Co., L.P.A 401(k) Profit Sharing Plan & Trust
Sponsored by Weltman, Weinberg & Reis Co., L.P.A · EIN 341095923 · Plan #001
- Total assets
- $58.5M
- Net assets
- $58.5M
- Active participants
- 636
- With balances
- 710
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 |
|---|---|---|
| Klopp Investment Management Llc CRD 106145 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $118,393 |
| Klopp Investment Management Ll | Investment advisory (participants), Direct payment from the plan | $14,114 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $51 |