AUMdb

Wheeler Mission Ministries, Inc. 403(b) Retirement Plan

Sponsored by Wheeler Mission Ministries, Inc. · EIN 350888771 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
196
With balances
197

Plan year beginning 06/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $46,380
Morgan Stanley Other services, Other commissions, Other fees $0