Wisdom Protective Services Retirement Plan
Sponsored by Simaren Corporation · EIN 061670816 · Plan #001
- Total assets
- $2.5M
- Net assets
- $2.5M
- Active participants
- 415
- With balances
- 594
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Boon Administrative Services, Inc | Investment management, Shareholder servicing fees | $19,127 |
| Nationwide | Investment management, Shareholder servicing fees | $12,931 |
| Nationwide | Investment management, Shareholder servicing fees | $6,010 |
| Kestra Financial/Nfp Advisor Serv I | Investment management, Shareholder servicing fees | $3,823 |