Drs Burrow Welchel & Culp Pa 401(k) Profit Sharing Plan & Trust
Sponsored by Drs Burrow Welchel & Culp Pa · EIN 560991477 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 191
- With balances
- 110
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 |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Enhancement Advisory Service | Investment advisory (participants) | $14,461 |
| Paychex, Inc. | Recordkeeping | $11,684 |