Wesleylife 401(k) Profit Sharing Plan
Sponsored by Wesleylife · EIN 300577845 · Plan #005
- Total assets
- $38.8M
- Net assets
- $38.8M
- Active participants
- 1,574
- With balances
- 2,595
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust Company | Recordkeeping, Consulting (general), Consulting (pension) | $60,099 |
| Oneamerica Retirement Services | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $48,403 |
| Ubs Financial | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $13,157 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |