AUMdb

Walker 401(k) And Profit Sharing Plan

Sponsored by Walker Consultants · EIN 381782774 · Plan #001

Total assets
$109M
Net assets
$109M
Active participants
375
With balances
484

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Vanguard Advisers Inc. Investment advisory (participants) $32,956
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $1,030