AUMdb

Wallace Distribution Company Profit Sharing Plan

Sponsored by Wallace Hardware Company, Inc. · EIN 620408190 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
167
With balances
201

Plan year beginning 01/01/2024 · 401(k)

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).

Provider Services Direct comp
Meridian Trust & Investment Company Accounting, Claims processing, Plan administrator $71,484
Epic Advisors, Inc. Claims processing, Recordkeeping, Participant loan processing $12,060