AUMdb

W.P. Malone, Inc. 401(k) Plan

Sponsored by W.P. Malone, Inc. · EIN 710434491 · Plan #001

Total assets
$8.5M
Net assets
$8.4M
Active participants
199
With balances
135

Plan year beginning 10/01/2024 · 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
Ascensus Llc Other fees, Participant loan processing, Recordkeeping fees $6,041