Wesley 403(b) Retirement Plan
Sponsored by Wesley Homes · EIN 910583380 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 506
- With balances
- 436
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Advisors, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $37,500 |
| Usi Consulting Group, Inc | Recordkeeping, Participant loan processing, Direct payment from the plan | $24,101 |
| Charles Schwab Trust Bank | Custodial (other), Custodial (securities), Investment management fees (indirect) | $669 |
| Charles Schwab Co., Inc. | Custodial (other), Custodial (securities), Shareholder servicing fees | $0 |