AUMdb

Wehco Video Profit Sharing Plan

Sponsored by Wehco Video Inc. & Subsidiaries · EIN 710426357 · Plan #333 · Little Rock, AR

Total assets
$9.7M
Net assets
$9.7M
Active participants
166
With balances
295

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

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

Firm Match Plan year
Foundation Resource Management, Inc. CRD 116359 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Bank Of New York Mellon Investment advisory (plan) $13,470
Stephens Investments Investment advisory (plan), Investment management $8,341
Landmark Plc, Cpas Accounting $7,548
Foundation Resource Management Investment advisory (plan), Investment management $6,404