Williamsburg Landing, Inc. 403(b) Retirement Plan
Sponsored by Williamsburg Landing, Inc. · EIN 521305909 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 424
- With balances
- 441
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
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 | $53,234 |
| Global Retirement Partners Llc | Investment advisory (plan), Direct payment from the plan | $20,298 |
| Wellth Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $6,248 |