Wiss, Janney, Elstner Associates, Inc. 401(k) Plan
Sponsored by Wiss, Janney, Elstner Associates, Inc. · EIN 362757956 · Plan #002
- Total assets
- $406M
- Net assets
- $406M
- Active participants
- 860
- With balances
- 1,046
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors Llc | Investment advisory (plan) | $116,223 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $56,645 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $44,408 |