AUMdb

Missouri Walnut, Llc 401(k) Plan

Sponsored by Missouri Walnut, Llc · EIN 200080422 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
112
With balances
117

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
Arvest Investments, Inc. CRD 42057 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Arvest Wealth Management Investment advisory (plan), Direct payment from the plan $20,325
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $12,877