AUMdb

Wesley Enhanced Living Retirement Plan

Sponsored by Evangelical Services · EIN 232648022 · Plan #333

Total assets
$31.0M
Net assets
$31.0M
Active participants
878
With balances
1,174

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $102,192
Global Retirement Partners Recordkeeping, Consulting (pension), Direct payment from the plan $91,164
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0