Wight & Company 401(k) Plan
Sponsored by Wight & Company · EIN 362605840 · Plan #001
- Total assets
- $38.6M
- Net assets
- $38.6M
- Active participants
- 211
- With balances
- 276
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 |
|---|---|---|
| Focus Wealth Advisors, Llc CRD 165425 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Direct payment from the plan | $53,292 |
| Fovis Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $30,390 |
| Forvis Wealth Advisors, Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $3,752 |