Henrietta Weill Memorial Child Guidance Clinic 403 B Plan
Sponsored by Henrietta Weill Memorial Child Guidance Clinic · EIN 951643391 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 165
- With balances
- 145
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management fees (direct), Recordkeeping fees, Account maintenance fees | $4,163 |
| Norton James Retirement Services | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,300 |
| Wells Fargo Advisors | Investment advisory (plan) | $0 |