Weca Atc Retirement Plan And Trust
Sponsored by Western Electrical Contractors Association, Inc. · EIN 940453910 · Plan #333
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 754
- With balances
- 1,040
Plan year beginning 09/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Captrust | Investment advisory (plan) | $76,487 |
| Benefit Resources, Inc. | Contract administrator | $34,235 |
| Western Electrical Contractors Asso | Contract administrator | $26,973 |
| Gilbert Associates | Accounting | $18,057 |