Wesley Willows Retirement Plan
Sponsored by Wesley Willows · EIN 362540488 · Plan #003
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 342
- With balances
- 303
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).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 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 | $16,148 |
| Morgan Stanley Global Ba | Investment advisory (plan), Direct payment from the plan | $12,883 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $5,316 |