AUMdb

Wehco Profit Sharing Plan

Sponsored by Wehco Media, Inc. & Subsidiaries · EIN 710026260 · Plan #001 · Little Rock, AR

Total assets
$20.8M
Net assets
$20.8M
Active participants
640
With balances
1,162

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Foundation Resource Management, Inc. CRD 116359 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bank Of New York Mellon Investment advisory (plan), Investment management $29,360
Stephens Investments Investment advisory (plan), Investment management $18,180
Landmark Plc, Cpas Accounting $16,452
Foundation Resource Management Investment advisory (plan), Investment management $13,958