AUMdb

401(k) Profit Sharing Plan For Employees Of Walnut Street Center, Inc.

Sponsored by Walnut Street Center, Inc. · EIN 042513725 · Plan #001

Total assets
$3.5M
Net assets
$3.5M
Active participants
256
With balances
242

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Mutual Of America Investment Corp Claims processing, Recordkeeping, Participant loan processing $1,282