Wallace, Montgomery & Associates , Llp 401(k) Profit Sharing Plan
Sponsored by Wallace, Montgomery & Associates · EIN 521051946 · Plan #001
- Total assets
- $44.8M
- Net assets
- $44.8M
- Active participants
- 223
- With balances
- 300
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 |
|---|---|---|
| Greenspring Advisors, Llc | Recordkeeping, Trustee (institutional), Other services | $45,739 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $23,659 |