Weisser Distributing, Inc. 401(k) Profit Sharing Plan
Sponsored by Weisser Distributing, Inc. · EIN 753069613 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 46
- With balances
- 82
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 |
|---|---|---|
| Capital Group Private Client Services, Inc. CRD 312837 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Boulay Pllp | Accounting | $6,000 |
| Morgan Stanley Wealth Management | Investment management fees (indirect) | $0 |
| Capital Group Retirement Plan Svcs | Recordkeeping, Investment management, Participant loan processing | $0 |