AUMdb

Wesley Family Services 401(k) Retirement Plan

Sponsored by Wesley Family Services · EIN 820653875 · Plan #004

Total assets
$29.7M
Net assets
$29.7M
Active participants
673
With balances
562

Plan year beginning 07/01/2024 · 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
Fort Pitt Capital Group Llc Investment advisory (plan) $65,276
Empower Annuity Insurance Company O Recordkeeping fees $50,137
Definiti, Llc Contract administrator $37,113