AUMdb

Wallick Ownership Plan

Sponsored by Wallick Communities Holdings, Inc. · EIN 881738375 · Plan #002

Total assets
$9.1M
Net assets
$-79.0M
Active participants
550
With balances
507

Plan year beginning 01/01/2024 · Stock bonus

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).

No Schedule C on file for this plan year.