Walter's 401(k) Retirement Plan
Sponsored by Walter's Auto Sales And Service Inc. · EIN 952510592 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 332
- With balances
- 249
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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $8,575 |
| Forvis | Accounting, Direct payment from the plan | $8,295 |