Wingspan Care Group Defined Benefit Retirement Plan
Sponsored by Wingspan Care Group · EIN 562327939 · Plan #002
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 318
- 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 |
|---|---|---|
| Grupp Financial Llc CRD 168436 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Grp Financial | Investment advisory (plan), Direct payment from the plan | $118,530 |
| Matrix Trust Company | Recordkeeping, Trustee (institutional), Direct payment from the plan | $24,692 |