AUMdb

Well Spring Retirement Community, Inc. Tax Deferred Retirement Savings Plan

Sponsored by Well Spring Retirement Community, Inc. · EIN 561497371 · Plan #001

Total assets
$16.5M
Net assets
$16.5M
Active participants
781
With balances
873

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

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
Valic Retirement Services Company Custodial (securities), Investment management, Legal $67,789