AUMdb

Weis Markets, Inc. Retirement Savings Plan

Sponsored by Weis Markets, Inc. · EIN 240755415 · Plan #004

Total assets
$304M
Net assets
$304M
Active participants
21,014
With balances
11,695

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Voya Institutional Plan Services Participant loan processing, Other services, Recordkeeping fees $798,052
Voya Retirement Advisors, Llc Investment advisory (participants) $124,143
Capfinancial Partners Llc Consulting fees $115,200
Rkl, Llp Accounting $20,800