AUMdb

Walsh Gallegos 401(k) Plan

Sponsored by Walsh Gallegos Kyle Robinson & Roalson P.C. · EIN 742279224 · Plan #001

Total assets
$41.4M
Net assets
$41.4M
Active participants
128
With balances
234

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
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $175,607