AUMdb

Wartburg Adult Care Community 403(b) Savings Plan

Sponsored by The Wartburg Home · EIN 131740497 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
287
With balances
325

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Recordkeeping, Participant loan processing, Direct payment from the plan $5,198