Wall Family Enterprise Retirement Savings Plan
Sponsored by Wall Family Enterprise Inc. · EIN 208230779 · Plan #333
- Total assets
- $77.1M
- Net assets
- $77.1M
- Active participants
- 349
- With balances
- 598
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 |
|---|---|---|
| Francis Investment Counsel, Llc | Investment advisory (plan), Direct payment from the plan | $98,677 |
| Empower Annuity Insurance Company | Recordkeeping fees, Direct payment from the plan | $70,651 |
| Baker Tilly Us, Llp | Accounting | $17,508 |