AUMdb

We Care Senior Care, Inc. Retirement Plan

Sponsored by Wcsc Holdings, Llc. · EIN 874484847 · Plan #001

Total assets
$6.7M
Net assets
$6.7M
Active participants
1,135
With balances
193

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $24,798
Global Retirement Partners Llc Investment advisory (plan), Direct payment from the plan $16,609
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0