AUMdb

Northwestern College 403(b) Dc Plan

Sponsored by Northwestern College · EIN 420698196 · Plan #003

Total assets
$48.6M
Net assets
$48.6M
Active participants
296
With balances
605

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Two West Capital Advisors Llc CRD 154543 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Two West Capital Advisors Investment advisory (plan) $62,027
Tiaa Custodial (securities) $29,779
Pentegra Services, Inc. Direct payment from the plan $19,771
Coulter & Justus Accounting $6,750