AUMdb

Wha, Inc. 401(k) Retirement Savings Plan

Sponsored by William Hezmalhalch Architects, Inc. · EIN 330173994 · Plan #002

Total assets
$9.6M
Net assets
$9.6M
Active participants
104
With balances
128

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
Merrill Lynch Investment advisory (participants) $26,768
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $250