Walsh Brothers 401(k)/ Profit Sharing Plan
Sponsored by Walsh Brothers, Inc. · EIN 042171684 · Plan #002
- Total assets
- $36.8M
- Net assets
- $36.8M
- Active participants
- 214
- With balances
- 206
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $96,847 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $8,095 |
| Pinnacle Pension Consultants | Other fees | $0 |