Wesbury United Methodist Community Retirement Savings Plan
Sponsored by Wesbury United Methodist Community · EIN 250425760 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 337
- With balances
- 315
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwest Bank | Trustee (institutional) | $33,292 |
| Definiti Llc | Recordkeeping fees | $30,535 |