Northern Panhandle Head Start Retirement Savings Program
Sponsored by Northern Panhandle Head Start, Inc. · EIN 550590843 · Plan #002
- Total assets
- $2.8M
- Net assets
- $2.8M
- Active participants
- 119
- With balances
- 125
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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, Direct payment from the plan, Recordkeeping fees | $24,863 |
| Ameriprise Financial Services Inc | Other services, Other commissions | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |