The Wallick Companies 401(k) Retirement Savings Plan
Sponsored by The Wallick Companies, Llc · EIN 870796046 · Plan #001
- Total assets
- $23.4M
- Net assets
- $23.4M
- Active participants
- 772
- With balances
- 1,279
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 |
|---|---|---|
| Highland Consulting Associates Inc. CRD 109834 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $102,361 |
| Highland Consulting Associates Inc | Investment advisory (plan) | $30,000 |
| Pw Partners Llc | Accounting | $9,000 |
| Empower Advisory Group, Llc | Investment management | $7,893 |