Webber, Llc 401(k) Savings Plan
Sponsored by Webber, Llc. · EIN 742454910 · Plan #001
- Total assets
- $189M
- Net assets
- $189M
- Active participants
- 5,049
- With balances
- 2,818
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $213,410 |
| Global Retirement Partners Llc | Investment advisory (plan) | $99,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $20,771 |