Wehah Farm, Inc. 401(k) Profit Sharing Plan
Sponsored by Wehah Farm, Inc. Dba Lundberg Family Farms · EIN 942250281 · Plan #001
- Total assets
- $27.2M
- Net assets
- $27.2M
- Active participants
- 383
- With balances
- 485
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $38,069 |
| Global Retirement Partners Llc | Investment advisory (plan) | $26,982 |
| Empower Advisory Group, Llc | Investment management | $19 |
| Merrill Lynch Pierce Fenner & Smith | Sub-transfer agency fees | $0 |