AUMdb

Whitman Walker Health 403(b) Plan

Sponsored by Whitman Walker Clinic, Inc. · EIN 521122122 · Plan #001

Total assets
$25.4M
Net assets
$25.4M
Active participants
311
With balances
280

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $8,061
Map Retirement Usa Llc Other services, Other fees, Contract administrator $100
Kestra Investment Services Llc Other services, Other commissions, Other fees $0