Wsfssh 403(b) Retirement Savings Plan
Sponsored by West Side Federation For Senior And Supportive Housing, Inc. · EIN 132926433 · Plan #001
- Total assets
- $24.3M
- Net assets
- $24.3M
- Active participants
- 416
- With balances
- 554
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 |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Contract administrator, Recordkeeping | $55,377 |
| Cerity Partners | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $53,631 |
| Newport Trust Company | Trustee (institutional), Trustee (directed), Direct payment from the plan | $8,769 |