The Weber Retirement Plan
Sponsored by Weber Enterprises, Inc. Dba Eugene Taco Bell · EIN 930594771 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 787
- With balances
- 151
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Company | Investment advisory (plan) | $24,001 |
| Independent Retirement Consulting, | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,465 |
| Transamerica Life Insurance Company | Recordkeeping, Float revenue, Participant loan processing | $3,821 |
| Empower Annuity Insurance Company | Recordkeeping fees | $1,782 |
| Mesirow Financial Inc. | Investment advisory (plan) | $432 |