Windsor Learning Center, Inc. 401(k) Profit Sharing Plan
Sponsored by Windsor Learning Center, Inc. · EIN 223493687 · Plan #001
- Total assets
- $10.8M
- Net assets
- $10.8M
- Active participants
- 109
- With balances
- 108
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $39,990 |
| Advantax Advisory Services | Investment advisory (plan), Direct payment from the plan | $32,873 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |