Wildwood Programs, Inc. Tax Deferred Annuity Program
Sponsored by Wildwood Programs · EIN 222132752 · Plan #001 · Latham, NY
- Total assets
- $44.9M
- Net assets
- $44.9M
- Active participants
- 1,195
- With balances
- 1,425
Plan year beginning 01/01/2024 · Default investment account (QDIA), Covers self-employed individuals, Participant-directed brokerage accounts
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 |
|---|---|---|
| Mmb&Co | Accounting | $6,000 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $4,875 |