Sponsor portfolio
WALSH CARTER & ASSOCIATES INSURANCE SERVICES, LLC
EIN 20-5237293insuranceLatest filing 2024
Plans
1
Retirement
1
$592K assets
Welfare
0
Participants
8
423 WASHINGTON STREET, SUITE 500 - SAN FRANCISCO, CA 94111415-217-6200walshcarter.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WALSH CARTER & ASSOCIATES INSURANCE SERVICES, LLC 401(K) PLAN | 401k | $592K | 8 | 2024 |
Retirement plans