Wahl Clipper Corporation 401(k) Profit Sharing Plan
Sponsored by Wahl Clipper Corporation · EIN 361922730 · Plan #003
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 906
- With balances
- 1,090
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants) | $70,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $59,933 |