Weifield Group 401(k) Retirement Plan
Sponsored by Weifield Group Holdings, Llc · EIN 261697361 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 703
- With balances
- 438
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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $87,465 |
| The Retirement Advantage | Recordkeeping, Participant loan processing, Recordkeeping fees | $27,162 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $3,445 |