Weiss Asset Management Lp 401(k) Profit Sharing Plan
Sponsored by Weiss Asset Management Lp · EIN 611451623 · Plan #001
- Total assets
- $68.5M
- Net assets
- $68.5M
- Active participants
- 114
- With balances
- 196
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 |
|---|---|---|
| The Benefit Practice | Other services, Direct payment from the plan | $675 |
| Voya Retirement Ins. & Annuity Co. | Contract administrator, Participant loan processing, Direct payment from the plan | $250 |
| Global Retirement Partners Llc | Other fees | $0 |