Wetherill Associates, Inc. Retirement And 401(k) Savings Plan
Sponsored by Wetherill Associates, Inc. · EIN 232069598 · Plan #002
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 368
- With balances
- 513
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $4,219 |