Weaver Cooke Construction, Llc Profit Sharing/401(k) Plan
Sponsored by Wcc Acquisition, Llc · EIN 994316785 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 121
- With balances
- 132
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Midwest Capital Advisors, Llc CRD 125389 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $34,946 |
| Forvis Mazars, Llp | Accounting | $28,665 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $24,377 |
| Midwest Capital Advisors Llc | Investment advisory (plan) | $731 |
| Empower Advisory Group, Llc | Investment management | $119 |