Washington College Defined Contribution Retirement Plan
Sponsored by Washington College · EIN 520591691 · Plan #469
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 519
- With balances
- 1,141
Plan year beginning 01/01/2024 · Automatic enrollment, Default investment account (QDIA), ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annui | Other fees | $49,022 |
| Clifton Larson Allen | Accounting | $18,860 |
| Clifton Larson Allen | Accounting | $16,215 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $13,500 |