AUMdb

Wieland 401(k) Plan

Sponsored by Wieland Corporation · EIN 381781457 · Plan #001

Total assets
$19.7M
Net assets
$19.7M
Active participants
98
With balances
131

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capfinancial Partners, Llc Investment management $40,170
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $24,269