Fort Wayne Medical Education Program 403(b) Plan
Sponsored by Fort Wayne Medical Education Program · EIN 356049685 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 42
- With balances
- 115
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan), Other investment fees and expenses, Investment advisory (participants) | $28,147 |
| Newport Group, Inc. | Recordkeeping | $11,012 |