Walsh Group Employees Profit Sharing Plan
Sponsored by Walsh Construction Company · EIN 362231526 · Plan #002
- Total assets
- $611M
- Net assets
- $611M
- Active participants
- 4,511
- With balances
- 4,877
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 |
|---|---|---|
| Centaurus Financial, Inc. CRD 30833 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Retirement Plan Srvcs | Recordkeeping, Participant loan processing, Float revenue | $549,041 |
| Centaurus Financial | Investment advisory (plan) | $300,000 |