Weekley Homes 401(k) Plan
Sponsored by Weekley Homes Llc · EIN 760519106 · Plan #002
- Total assets
- $413M
- Net assets
- $413M
- Active participants
- 1,679
- With balances
- 2,191
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 |
|---|---|---|
| Warwick Investment Management, Inc. CRD 105951 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $294,479 |
| Warwick Investment Management Inc. | Investment advisory (plan), Investment management fees (direct) | $99,123 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $19,500 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |