Wepfer Marine, Inc. 401(k) Plan
Sponsored by Wepfer Marine, Inc. · EIN 620843746 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 272
- With balances
- 119
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 |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Duncan Williams Asset Management | Investment advisory (participants) | $14,615 |