Wesleyan Senior Living Et Al Retirement Plan
Sponsored by Wesleyan Senior Living · EIN 340714611 · Plan #007
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 328
- With balances
- 172
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $19,110 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other fees | $3,909 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |