Western Carolina Community Action, Inc. 403(b) Plan
Sponsored by Western Carolina Community Action, Inc. · EIN 560846319 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 216
- With balances
- 294
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $18,098 |
| Wells Fargo Clearing Services Llc | Other services, Other commissions | $0 |
| Newport Group, Inc. | Other services, Other fees | $0 |
| Wilshire Advisors, Llc | Investment advisory (plan), Other investment fees and expenses | $0 |