Word Of Life Defined Contribution Retirement Plan
Sponsored by Word Of Life Fellowship, Inc. · EIN 135648615 · Plan #003
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 308
- With balances
- 339
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $44,824 |
| Ubs Financial Services Inc | Investment advisory (participants) | $24,962 |