AUMdb

Weidmuller, Inc. Employee Savings Plan

Sponsored by Weidmuller, Inc. · EIN 743082931 · Plan #002

Total assets
$26.2M
Net assets
$26.2M
Active participants
180
With balances
225

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
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth Inc Investment advisory (plan) $51,924
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $26,302
Strategic Advisors, Inc. Investment advisory (plan) $6,017