Wesley Housing Development Corporation 403(b) Plan
Sponsored by Wesley Housing Development Corporation · EIN 510155779 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 101
- With balances
- 135
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping | $18,230 |
| Iron Fiduciary | Investment management | $4,212 |
| Triton Services Corporation | Recordkeeping | $2,575 |
| Nationwide Life Insurance Company | Recordkeeping | $1,053 |
| Lpl Financial Llc | Investment management | $0 |