Weaver And Tidwell, L.L.P. Profit Sharing Plan And Trust
Sponsored by Weaver And Tidwell, L.L.P. · EIN 750786316 · Plan #002
- Total assets
- $157M
- Net assets
- $157M
- Active participants
- 1,501
- With balances
- 1,538
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $109,400 |
| Gallagher Fiduciary Advisors, Llc | Consulting (general) | $59,996 |