Wesley Commons 403(b) Retirement Savings Plan
Sponsored by Wesley Commons · EIN 570524661 · Plan #002
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 299
- With balances
- 325
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Greenwood Capital Associates, Llc CRD 115015 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $24,776 |
| Greenwood Capital Associates, Llc | Investment advisory (plan) | $17,899 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |