Weber Automotive Management, Llc 401(k) And Profit Sharing Plan
Sponsored by Weber Automotive Management, Llc · EIN 831043804 · Plan #001
- Total assets
- $26.4M
- Net assets
- $26.4M
- Active participants
- 214
- With balances
- 238
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 |
|---|---|---|
| Carsonallaria Wealth Management, Ltd. CRD 157998 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carsonallaria Wealth Management | Investment advisory (plan) | $39,625 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $30,305 |
| Kerber, Eck & Braeckel Llp | Accounting | $21,010 |
| Newport Trust Company | Trustee (directed) | $9,158 |