Wheeler Clinic, Inc. 403(b) Plan
Sponsored by Wheeler Clinic, Inc. · EIN 060867065 · Plan #004
- Total assets
- $57.3M
- Net assets
- $57.3M
- Active participants
- 1,180
- With balances
- 1,881
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Automatic enrollment, Default investment account (QDIA)
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 |
|---|---|---|
| Mutual Of America Sec. Corp Llc | Claims processing, Recordkeeping, Participant loan processing | $235,602 |