Welsco, Inc. 401(k) Plan
Sponsored by Welsco, Inc. · EIN 710331550 · Plan #002
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 105
- With balances
- 120
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 |
|---|---|---|
| Stephens Group Asset Management, Llc CRD 288981 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stephens Group Asset Management Llc | Investment advisory (plan) | $22,826 |
| Empower Annuity Insurance Company | Recordkeeping fees | $6,614 |
| Leafhouse Financial Advisors, Llc | Other fees | $3,768 |