Jack Walters & Sons Corp. 401(k) Retirement Savings Plan
Sponsored by Jack Walters & Sons Corp. · EIN 391093704 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 140
- With balances
- 123
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Associated Trust Company, N.A. | Recordkeeping, Consulting (pension), Trustee (discretionary) | $32,359 |