AUMdb

Weastec, Inc. Retirement Savings Plan

Sponsored by Weastec, Inc. · EIN 311176515 · Plan #001

Total assets
$19.0M
Net assets
$19.0M
Active participants
152
With balances
202

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Horan Securities Inc Investment advisory (plan) $52,760
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $8,597