Welch Bros., Inc. Profit Sharing Plan
Sponsored by Welch Bros., Inc. · EIN 363115602 · Plan #001
- Total assets
- $55.5M
- Net assets
- $55.5M
- Active participants
- 205
- With balances
- 220
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $102,161 |
| Empower Annuity Insurance Company | Recordkeeping fees | $1,775 |