Wu Yee Childrens Services 403(b) Plan
Sponsored by Wu Yee Childrens Services · EIN 942387002 · Plan #003
- Total assets
- $33.8M
- Net assets
- $33.8M
- Active participants
- 283
- With balances
- 454
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co. | Recordkeeping, Participant loan processing, Participant communication | $1,684 |
| Global Retirement Partners | Consulting (general), Consulting fees | $0 |