Weissman Pc 401(k) And Profit Sharing Plan
Sponsored by Weissman Pc · EIN 581943683 · Plan #001
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 145
- With balances
- 181
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 |
|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $45,603 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $29,494 |
| Empower Advisory Group, Llc | Investment management | $4,256 |
| Td Ameritrade Inc. | Securities brokerage | $0 |