403 B Thrift Plan For The Whole Person Inc.
Sponsored by The Whole Person Inc. · EIN 431157083 · Plan #001
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 138
- With balances
- 138
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $6,165 |
| Sageview Advisory Group Llc | Investment management, Shareholder servicing fees | $5,046 |
| Nationwide | Investment management, Shareholder servicing fees | $1,509 |