Wingate Living Investment Plan
Sponsored by Wingate Senior Living, Llc · EIN 843237905 · Plan #001
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 1,226
- With balances
- 514
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Jp Morgan Securities Llc | Investment advisory (plan) | $75,239 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,287 |