Weber Gallagher Simpson Stapleton Fires & Newby, Llp Ret
Sponsored by Weber Gallagher Simpson Stapleto · EIN 232668892 · Plan #001
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 267
- With balances
- 267
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 |
|---|---|---|
| Baker Tilly Us, Llp | Recordkeeping, Trustee (institutional), Other services | $42,250 |
| Global Retirement Partners | Recordkeeping, Consulting (pension), Direct payment from the plan | $25,857 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $23,163 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |