Wendell Foster's Campus For Developmental Disabilities, Inc. 403(b) Plan
Sponsored by Wendell Foster's Campus For Developmental Disabilities, Inc. · EIN 610490868 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 341
- With balances
- 357
Plan year beginning 07/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
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 | $62,489 |
| Ebelhar Whitehead Pllc | Accounting, Direct payment from the plan | $7,761 |
| Retirement Management Services, Llc | Other services, Other fees | $0 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |