Easter Seals Of San Antonio 401(k) Plan
Sponsored by Easter Seals Rehabilitation Center · EIN 741653179 · Plan #002
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 175
- With balances
- 118
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | 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 |
|---|---|---|
| Alera Investment Advisors Llc | Investment advisory (participants) | $32,787 |
| John Hancock Life Ins Co Usa | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $1,694 |
| Wilshire Advisors Llc | Investment advisory (participants) | $1,312 |