Wayne Memorial Defined Contribution 403(b) Plan
Sponsored by Wayne Memorial Hospital · EIN 240798839 · Plan #002
- Total assets
- $78.8M
- Net assets
- $78.8M
- Active participants
- 1,268
- With balances
- 1,209
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 |
|---|---|---|
| Healthcare Community Securities Corporation CRD 36026 | fuzzy_auto · 98% | 2024 |
| Lincoln Investment Planning, Llc CRD 519 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping, Custodial (securities), Trustee (institutional) | $105,810 |
| Healthcare Community Securities Cor | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $105,278 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $14,540 |
| Lincoln Investment | Claims processing, Recordkeeping, Investment management | $3,479 |