Waters & Kraus, L.L.P. Retirement Plan
Sponsored by Waters & Kraus, Llp · EIN 752797531 · Plan #001
- Total assets
- $28.7M
- Net assets
- $28.7M
- Active participants
- 98
- With balances
- 118
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 |
|---|---|---|
| Regions Bank | Investment advisory (plan), Direct payment from the plan | $48,122 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $25,151 |