Walters & Wolf Retirement Plan
Sponsored by Walters & Wolf Glass Company · EIN 942507766 · Plan #001
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 316
- With balances
- 553
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney, Llc | Investment advisory (plan) | $190,305 |
| Plan Design Consultants Inc | Contract administrator | $18,612 |
| Capital Group Retirement Plan | Recordkeeping fees | $6,062 |