Walters Corporation 401(k) Plan
Sponsored by Bruce Walters Ford Sales, Inc. · EIN 610945677 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 165
- With balances
- 173
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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Insurance | Recordkeeping, Recordkeeping fees, Other fees | $1,342 |
| Cambridge Investment Research | Investment advisory (plan) | $0 |
| Tbs Agency | Investment advisory (plan) | $0 |