AUMdb

Wiedner & Mcauliffe, Ltd. 401(k) Profit Sharing Plan & Trust

Sponsored by Wiedner & Mcauliffe, Ltd. · EIN 363102597 · Plan #001

Total assets
$30.7M
Net assets
$30.7M
Active participants
134
With balances
153

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
Pnc Bank Recordkeeping, Trustee (institutional), Other services $45,054
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $28,548
Alexander & Williams Llc Recordkeeping, Consulting (pension), Direct payment from the plan $11,200