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WALLER HELMS ADVISORS, LLC

EIN 47-1820105-investment banking-Latest filing 2024
Plans
1
Retirement
1
$5.8M assets
Welfare
0
Participants
60
111 SOUTH WACKER DRIVE, 37TH FLOOR - CHICAGO, IL 60606312-763-9910wallerhelms.comLinkedIn11-50 employeesinvestment banking
Plans on this EIN
1 filing
#001401k-$5.8M - 60 part

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Retirement#001

WALLER HELMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.8M
Participants60
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WALLER HELMS ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$5.8M602024
Retirement plans
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