Walnut Creek Planing, Ltd. 401(k) Plan
Sponsored by Walnut Creek Planing, Ltd. · EIN 208214537 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 137
- With balances
- 129
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 |
|---|---|---|
| Hummel Wealth Management, Llc CRD 143523 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services | Recordkeeping | $12,418 |
| Hummel Wealth Management | Investment advisory (participants) | $8,500 |