The Wilderness Society 401(a) Retirement Plan
Sponsored by The Wilderness Society · EIN 530167933 · Plan #004
- Total assets
- $18.8M
- Net assets
- $18.8M
- Active participants
- 135
- With balances
- 237
Plan year beginning 01/01/2024 · 401(k)
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) | $30,887 |
| The Vanguard Group, Inc. | Recordkeeping, Trustee (directed), Participant loan processing | $18,384 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $10,626 |