U.K.S.M. W., M.P.A. Tax Deferred Annuity Plan
Sponsored by U.K.S.M. W. Medical Practice Association · EIN 480805658 · Plan #002
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 234
- With balances
- 227
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 |
|---|---|---|
| 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 | $3,655 |
| Principal Securities Inc | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |