AUMdb

Wallner Expac Employer Stock Ownership Plan

Sponsored by Wallner Holdings, Corp · EIN 852314995 · Plan #001

Total assets
$80.4M
Net assets
$52.0M
Active participants
132
With balances
169

Plan year beginning 04/01/2024 · Stock bonus, Profit-sharing

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.