Weldon, Williams & Lick, Inc. 401(k) Plan
Sponsored by Weldon, Williams & Lick, Inc. · EIN 710188290 · Plan #002
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 137
- With balances
- 149
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Sub-transfer agency fees | $55,036 |
| Pierce Firm, Pllc | Accounting | $15,000 |