AUMdb

Webco Group Holdings, Inc. Esop/401(k) Plan

Sponsored by Webco Group Holdings, Inc. · EIN 853181325 · Plan #002

Total assets
$46.4M
Net assets
$35.4M
Active participants
200
With balances
189

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
Wcg Wealth Advisors, Llc CRD 173194 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wcg Wealth Advisors, Llc Investment advisory (participants) $16,956