The Wilderness Society 403(b) Plan
Sponsored by The Wilderness Society · EIN 530167933 · Plan #002
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 140
- With balances
- 228
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (plan) | $41,645 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Custodial (securities) | $18,760 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $13,127 |