AUMdb

J. H. Walker, Inc. 401(k) Plan

Sponsored by J. H. Walker, Inc. · EIN 741951311 · Plan #001

Total assets
$5.8M
Net assets
$5.8M
Active participants
113
With balances
110

Plan year beginning 01/01/2024 · Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $584
Empower Annuity Ins Co Of America Recordkeeping fees $508
Morningstar Investment advisory (plan) $0
Voya Retirement Insurance And Annui Recordkeeping fees $0
Loren D. Stark Company Other services $0