Aunt Martha's Health And Wellness 403(b) Plan
Sponsored by Aunt Marthas Health And Wellness, Inc. · EIN 237188150 · Plan #002
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 519
- With balances
- 485
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
| Usi Securities, Inc. CRD 43793 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $35,929 |
| The Retirement Advantage, Inc. | Contract administrator, Direct payment from the plan, Other services | $3,194 |
| Cetera Advisors Llc | Investment advisory (plan), Other fees | $0 |
| Usi Advisors, Inc. | Investment advisory (plan), Other fees | $0 |
| Usi Securities Inc | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |