Westminster Village, Inc. 403(b) Plan
Sponsored by Westminster Village, Inc. · EIN 860424020 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 246
- With balances
- 334
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping fees | $18,877 |
| Cbiz Investment Advisory Svcs., Llc | Investment advisory (plan) | $13,920 |
| Cbiz Benefits & Insurance Services | Participant loan processing | $3,625 |