Wall Residences, Inc.401(k) Profit Sharing Plan And Trust
Sponsored by Wall Residences, Inc. · EIN 541959395 · Plan #001 · Floyd, VA
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 376
- With balances
- 174
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 |
|---|---|---|
| Cary Street Partners Investment Advisory Llc CRD 128545 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cary Street Partners Investment | Investment advisory (plan) | $30,414 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $17,258 |