Affinia Healthcare Pension Plan
Sponsored by Affinia Healthcare · EIN 430817642 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 36
- With balances
- 0
Plan year beginning 07/01/2024
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 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Claims processing, Contract administrator, Recordkeeping | $112,413 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |
| Willshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |