Wegner Cpas, Llp Salary Savings Plan
Sponsored by Wegner Cpas, Llp · EIN 390974031 · Plan #003
- Total assets
- $32.2M
- Net assets
- $32.2M
- Active participants
- 174
- With balances
- 203
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisors Llc | Investment advisory (plan) | $50,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $40,976 |
| Cherry Bekaert & Holland, Llp | Accounting | $14,962 |
| Premier Retirement Partners | Contract administrator | $10,603 |