Wallis Companies 401(k) Plan
Sponsored by Wallis Companies · EIN 430908410 · Plan #001
- Total assets
- $40.8M
- Net assets
- $40.8M
- Active participants
- 793
- With balances
- 837
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $103,778 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $72,627 |