Walters Management Company, Inc. 401(k) Plan
Sponsored by Walters Management Company, Inc. · EIN 222544115 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 111
- With balances
- 130
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 |
|---|---|---|
| Rtd Financial Advisors Inc CRD 110744 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rtd Financial Advisors, Inc. | Investment advisory (plan) | $33,829 |
| Futureplan By Ascensus | Contract administrator | $12,973 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $9,851 |