Waldon Adelman Castilla Mcnamara & Prout, Lllp Retirement Plan
Sponsored by Waldon Adelman Castilla Mcnamara & Prout, Lllp · EIN 581619643 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.1M
- Active participants
- 89
- With balances
- 118
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 |
|---|---|---|
| Si Holdings Dba Stephens Inc | Investment advisory (plan) | $10,596 |
| Capital Group Retirement Plan Serv | Recordkeeping fees | $1,672 |
| Palmer Pension Services, Inc. | Contract administrator | $775 |