The Weitz Retirement And 401(k) Plan
Sponsored by The Weitz Company, Llc · EIN 421512625 · Plan #001
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 1,191
- With balances
- 1,612
Plan year beginning 01/01/2024 · 401(k)
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 · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $140,132 |
| Capfinancial Partners Ll | Contract administrator, Investment advisory (plan), Direct payment from the plan | $61,903 |