Bill Wilson Center Retirement Plan Iii
Sponsored by Bill Wilson Center · EIN 942221849 · Plan #003 · Santa Clara, CA
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 323
- With balances
- 394
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $56,968 |
| The Rose Financial Group Llc | Recordkeeping | $8,460 |