403(b) Thrift Plan For Employees Of Affinia Healthcare
Sponsored by Affinia Healthcare · EIN 430817642 · Plan #003
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 453
- With balances
- 444
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
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 |
| Morningstar Investment Management Llc CRD 108031 | 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 | Contract administrator, Participant loan processing, Direct payment from the plan | $88,431 |
| Mutual Of America Life Insurance Co | Claims processing, Recordkeeping, Participant loan processing | $182 |
| Edward Jones | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (plan), Employee (plan) | $0 |
| Willshire Advisors, Llc | Investment advisory (plan), Other investment fees and expenses | $0 |