AUMdb

Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan

Sponsored by Weintraub Tobin Chediak Coleman Gro · EIN 680231351 · Plan #001

Total assets
$60.0M
Net assets
$60.0M
Active participants
168
With balances
243

Plan year beginning 01/01/2024 · 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
Voya Retirement Insurance & Annuity Other fees $21,406
Innovest Portfolio Solutions Llc Other fees $11,250
Innovest Portfolio Solutions Llc Other fees $0
Allworth Financial, Lp Other fees $0