Methodist Homes For The Aging 401(k) Retirement Plan
Sponsored by Methodist Homes For The Aging · EIN 630376518 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 548
- With balances
- 112
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan), Investment management fees (direct) | $8,072 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,654 |