Walker & Dunlop, Llc Retirement Savings Plan
Sponsored by Walker & Dunlop, Llc · EIN 800312140 · Plan #001 · Bethesda, MD
- Total assets
- $260M
- Net assets
- $260M
- Active participants
- 1,366
- With balances
- 1,748
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $92,185 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $68,333 |