Walpole Outdoors Llc Retirement Savings Plan
Sponsored by Walpole Outdoors · EIN 472556626 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 200
- With balances
- 232
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 |
|---|---|---|
| Newsquare Capital, Llc CRD 152430 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement Llc | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $16,592 |
| Newsquare Capital Llc | Investment advisory (plan) | $15,088 |