Weis Builders, Inc. Profit Sharing Plan And Trust
Sponsored by Weis Builders, Inc. · EIN 410834779 · Plan #001
- Total assets
- $40.2M
- Net assets
- $40.2M
- Active participants
- 280
- With balances
- 359
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco Llc | Investment advisory (plan) | $39,636 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $29,789 |
| Dwc Erisa Consultants Llc | Contract administrator | $7,465 |
| Wipfli Llp | Accounting | $6,550 |