AUMdb

Wesley Health Care Center, Inc. 401(k) Savings Plan

Sponsored by Wesley Health Care Center, Inc. · EIN 222467092 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
429
With balances
226

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
Crescent Hill Partners Llc CRD 166276 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Crescent Hill Partners Llc Investment advisory (plan) $27,740
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $15,443