Wallace Graphics, Inc. 401(k) Plan
Sponsored by Wallace Graphics, Inc. · EIN 581796985 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 124
- With balances
- 119
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 |
|---|---|---|
| Diversified Financial Advisors, Llc CRD 118261 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Diversified Financial Advisors Llc | Investment advisory (participants), Investment advisory (plan) | $30,126 |
| Pistl Service Corporation | Plan administrator, Recordkeeping | $15,929 |