AUMdb

Weitz & Luxenberg Employee Savings Plan

Sponsored by Weitz & Luxenberg, P.C. · EIN 133607351 · Plan #001

Total assets
$40.8M
Net assets
$40.8M
Active participants
379
With balances
404

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
Equitable Life Insurance Company Recordkeeping, Participant loan processing, Product termination fees $158,901
Equitable Life Insurance Company Recordkeeping, Investment management, Trustee (directed) $0