AUMdb

Whalar 401(k) Plan

Sponsored by Whalar Inc · EIN 364879504 · Plan #001

Total assets
$6.1M
Net assets
$6.1M
Active participants
150
With balances
222

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
Guideline, Inc. Plan administrator, Recordkeeping, Consulting (general) $6,522