Wall & Associates, Inc. 401(k) Plan
Sponsored by Wall & Associates, Inc. · EIN 541885372 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 16
- With balances
- 125
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 |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edward D Jones & Co Lp | Investment advisory (plan) | $11,875 |
| Loren D Stark Company | Contract administrator | $3,360 |
| Empower Annuity Ins Co. Of America | Recordkeeping fees | $1,413 |