Wellan Montessori School 403(b) Plan
Sponsored by Newton Montessori School Inc. Dba Wellan Montess · EIN 205197160 · Plan #001
- Total assets
- $4.5M
- Net assets
- $4.5M
- Active participants
- 104
- With balances
- 118
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc | Investment advisory (plan) | $14,941 |
| Empower Annuity Insurance Company | Recordkeeping fees | $8,542 |
| Fidelity Investments Inst Op Co | Recordkeeping fees, Account maintenance fees | $785 |
| Ascensus Holdints Dba Futureplan Ad | Contract administrator | $354 |
| Empower Advisory Group, Llc | Investment management | $50 |