Westview Nursing Care & Rehabilitation Center, Inc. Savings & Retirement Plan
Sponsored by Westview Nursing Care & Rehabilitation Center, Inc. · EIN 060912684 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 208
- With balances
- 127
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Twelve Points Wealth Mgt Llc | Investment advisory (plan), Consulting fees | $28,204 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $23,137 |