West County Health Centers Inc. 403 B Plan
Sponsored by West County Health Centers Inc. · EIN 237310613 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 201
- With balances
- 278
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $3,414 |
| Lincoln National Corporation | Contract administrator | $400 |
| Global Retirement Partners | Investment management, Investment management fees (indirect) | $0 |
| Wellth Advisory Services | Investment management, Investment management fees (indirect) | $0 |