AUMdb

Walden Savings Bank 401(k) Plan

Sponsored by Walden Savings Bank · EIN 141155630 · Plan #002

Total assets
$18.0M
Net assets
$18.0M
Active participants
136
With balances
166

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
Empower Life & Annuity Insurance Co Recordkeeping fees $51,442
Bonadio & Co Llp Accounting $10,700
Leafhouse Financial Advisors, Llc Investment advisory (plan) $8,261
J Alden Associates Inc Other commissions $0