Wiser Plan Walker Information Savings Employee Retirement Plan
Sponsored by Walker Information, Inc. · EIN 351108109 · Plan #002
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 124
- With balances
- 183
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 |
|---|---|---|
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $28,927 |
| Procourse Fiduciary Advisors, Llc | Investment advisory (plan) | $13,000 |