Edgar A. Weber & Company Employees Profit Sharing Plan & Trust
Sponsored by Edgar A. Weber & Company · EIN 362310066 · Plan #001
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 114
- With balances
- 125
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisors | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $171,416 |
| Newport Group, Inc. | Recordkeeping, Trustee (institutional), Direct payment from the plan | $61,263 |