Walters Gardens, Inc. 401(k) Profit Sharing Plan
Sponsored by Walters Gardens, Inc. · EIN 381903867 · Plan #002
- Total assets
- $20.7M
- Net assets
- $20.6M
- Active participants
- 196
- With balances
- 226
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $71,724 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Principal Securities Inc. | Consulting (pension), Other fees | $0 |
| Global Retirement Partners Llc | Consulting (pension), Investment advisory (plan), Other fees | $0 |
| Next Financial Group Inc | Investment advisory (plan), Other fees | $0 |