Brett Nelson signed Wesley Willows' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wesley Willows' EIN is 36-2540488.
Download the official 2024 Form 5500 (PDF) for Wesley Willows from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wesley Willows' plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 20-8764829 | — | INVESTMENT ADVISORY | $13K | — |
| MORGAN STANLEY GLOBAL |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-4310632 |
| — |
| INVESTMENT ADVISORY |
| $5K |
| — |
