Wal Rose, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Wal Rose Inc · EIN 593317838 · Plan #001
- Total assets
- $1.3M
- Net assets
- $1.3M
- Active participants
- 222
- With balances
- 93
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 |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $5,113 |
| Raymond James | Investment advisory (plan) | $4,449 |
| Martin Martin Randall & Assoc | Contract administrator | $1,293 |