Westminster Services, Inc. 403(b) Plan
Sponsored by Westminster Services, Inc. · EIN 593614812 · Plan #002
- Total assets
- $41.8M
- Net assets
- $41.8M
- Active participants
- 2,524
- With balances
- 2,443
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 · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $251,913 |
| Morningstar Investment Mgmt Llc | Consulting fees, Investment advisory (participants) | $0 |