AUMdb

Weil Foot & Ankle Management Llc 401(k) Plan

Sponsored by Weil Foot & Ankle Management Llc · EIN 834093416 · Plan #001

Total assets
$14.1M
Net assets
$14.1M
Active participants
274
With balances
331

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Participant loan processing, Recordkeeping fees, Account maintenance fees $35,307
Strategic Advisors Investment advisory (plan) $1,098