Wightman & Associates, Inc. 401 K Profit Sharing Plan
Sponsored by Wightman & Associates, Inc. · EIN 381962190 · Plan #001
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 206
- With balances
- 235
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 |
|---|---|---|
| Acec Retirement Trust | Other fees | $41,269 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $2,902 |