Wellspring Senior Support Services 403(b) Retirement Plan
Sponsored by Lutheran Homes Of Michigan, Inc · EIN 381358410 · Plan #003
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 475
- With balances
- 363
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $39,284 |
| Mml Investors Services Llc | Investment advisory (plan) | $13,896 |
| The Michigan Pension Group | Contract administrator | $9,334 |
| Mmlis | Other commissions | $0 |