Weaver Companies 401(k) Plan
Sponsored by Weaver Consultants Group, Llc · EIN 364365041 · Plan #001
- Total assets
- $48.7M
- Net assets
- $48.7M
- Active participants
- 608
- With balances
- 713
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 |
|---|---|---|
| Rothschild Investment Llc CRD 728 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rothschild Investment Corporation | Investment advisory (plan) | $76,858 |
| Empower Advisory Group, Llc | Investment management | $48,393 |
| Clifton Larson Allen Llc | Accounting | $21,630 |
| Howard Simon & Associates, Inc. | Contract administrator | $4,205 |
| Scp Retirement Services Llc | Contract administrator | $3,440 |