AUMdb

The Walker School Defined Contribution Retirement Plan

Sponsored by The Walker School · EIN 580940220 · Plan #001

Total assets
$32.6M
Net assets
$32.6M
Active participants
187
With balances
394

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Aprio, Llp Accounting $14,700
Tiaa Recordkeeping fees, Account maintenance fees $13,808