Wall Colmonoy Corporation 401(k) Plan
Sponsored by Wall Colmonoy Corporation · EIN 381143251 · Plan #002
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 318
- With balances
- 394
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 |
|---|---|---|
| Sentinel Benefits Group, Inc. | Recordkeeping, Direct payment from the plan | $52,331 |
| Captrust Financial Advisor | Investment advisory (plan), Investment management fees (direct) | $34,740 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $7,946 |