The Wheeler School Defined Contribution Retirement Plan
Sponsored by The Wheeler School · EIN 050259101 · Plan #001
- Total assets
- $70.3M
- Net assets
- $70.3M
- Active participants
- 220
- With balances
- 423
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc | Investment advisory (participants) | $31,169 |
| Pentegra Services, Inc | Plan administrator | $26,390 |
| Tiaa | Recordkeeping fees | $16,232 |