Community Wellness Partners, Inc. 403(b) Plan
Sponsored by Community Wellness Partners, Inc. · EIN 161536239 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 605
- With balances
- 277
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 |
|---|---|---|
| Caruso Mclean & Co., Inc. CRD 126084 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plan Admin Services, Inc. | Recordkeeping, Investment management fees (indirect), Participant loan processing | $36,416 |
| Caruso And Mclean & Co | Investment advisory (participants), Investment advisory (plan), Other services | $32,729 |