Wayne Unc 403(b) Plan
Sponsored by Wayne Memorial Hospital, Inc. · EIN 561484844 · Plan #002
- Total assets
- $84.9M
- Net assets
- $84.9M
- Active participants
- 1,733
- With balances
- 2,231
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $258,862 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| National Benefit Services | Investment advisory (plan), Other fees | $0 |