Walther Farms Llc 401(k) Plan
Sponsored by Walther Farms Llc · EIN 382035017 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 371
- With balances
- 139
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 |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Securities Inc | Investment advisory (plan) | $28,067 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $2,062 |