Weems Industries, Inc. 401 K Retirement Sav Pl
Sponsored by Weems Industries, Inc. · EIN 421364576 · Plan #002
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 132
- With balances
- 148
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 |
|---|---|---|
| Mutual Of Omaha Investor Services, Inc. CRD 611 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $8,441 |
| Mutual Of Omaha Investor Services, | Investment advisory (plan), Direct payment from the plan | $6,991 |
| United Of Omaha | Participant loan processing, Recordkeeping, Recordkeeping fees | $2,646 |