AUMdb

Walsh Trucking Company Ltd 401(k) Retirement Salary Savings

Sponsored by Walsh Trucking Company Ltd · EIN 930744115 · Plan #001

Total assets
$13.7M
Net assets
$13.7M
Active participants
520
With balances
191

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Llc Investment advisory (plan), Direct payment from the plan, Consulting fees $54,100
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $20,884
Leonard Adams Insurance Inc Dba Leo Other services, Other commissions $0