The Walton Electric Membership Corporation 401 K Plan
Sponsored by The Walton Electric Membership Corporation · EIN 580477163 · Plan #001
- Total assets
- $66.5M
- Net assets
- $66.5M
- Active participants
- 270
- With balances
- 285
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services | Investment advisory (plan) | $129,535 |
| Futureplan Consulting Fort Wayne | Contract administrator | $17,117 |
| Retirement Plan Administrators, Llc | Contract administrator | $16,021 |
| Empower Annuity Insurance Company | Recordkeeping fees | $6,252 |
| Ascensus, Llc | Contract administrator | $0 |