Waveny Life Care Network 403(b) Plan
Sponsored by Waveny Care Center · EIN 060859588 · Plan #001
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 449
- With balances
- 480
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Farther Finance Advisors, Llc CRD 302050 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Farther Finance Advisors Llc | Investment advisory (plan) | $22,148 |
| Pasi, Llc | Contract administrator | $14,327 |
| Envestnet Retirement Solutions, Llc | Other fees | $8,857 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $8,654 |
| Empower Advisory Group, Llc | Investment management | $7,622 |