Walters Wholesale Electric Co. Employees' Profit Sharing Plan
Sponsored by Walters Wholesale Electric Co. · EIN 952091661 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 04/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $44,397 |
| Withumsmith Brown, Pc | Accounting, Other fees | $0 |
| The Paragon Alliance Group Llc | Other services, Other fees | $0 |
| Fiducient Advisors | Investment management, Other fees | $0 |