Weld Rite Service, Inc. 401(k) Profit Sharing Plan
Sponsored by Weld Rite Service, Inc. · EIN 362841861 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 114
- With balances
- 117
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 |
|---|---|---|
| Eagle Wealth Management, Inc. CRD 305740 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Eagle Wealth Management Llc | Investment advisory (plan) | $20,306 |
| Klesman And Company | Accounting | $14,229 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $1,075 |