AUMdb

Walsworth Publishing Company 401(k) Savings Plan

Sponsored by Walsworth Publishing Company, Inc. · EIN 430718484 · Plan #002

Total assets
$142M
Net assets
$142M
Active participants
1,297
With balances
1,470

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $1,210
Morgan Stanley Smith Barney Other commissions $0