AUMdb

Weinig Holz Her Usa, Inc. Profit Sharing Plan

Sponsored by Weinig Holz Her Usa, Inc. · EIN 561183333 · Plan #001 · Mooresville, NC

Total assets
$19.8M
Net assets
$19.8M
Active participants
179
With balances
214

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $27,272