AUMdb

Weigand Omega Management, Inc. 401(k) Retirement Plan

Sponsored by Weigand Omega Management, Inc. · EIN 481151334 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
122
With balances
136

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
Intrust Bank, N.A. Consulting (general), Trustee (discretionary), Investment advisory (plan) $28,273