AUMdb

Wall Holdings, Inc. & Affiliates Employee Stock Ownership Plan

Sponsored by Wall Holdings, Inc. · EIN 920875106 · Plan #002

Total assets
$29.5M
Net assets
$26.9M
Active participants
234
With balances
322

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
First Bank & Trust Investment management $15,464