AUMdb

Walters, Balido & Crain Retirement Plan

Sponsored by Walters, Balido & Crain, L.L.P · EIN 611497895 · Plan #001

Total assets
$22.4M
Net assets
$22.4M
Active participants
139
With balances
203

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).

No Schedule C on file for this plan year.