Roberts Wesleyan University Retirement Plan
Sponsored by Roberts Wesleyan University · EIN 160743126 · Plan #001
- Total assets
- $45.0M
- Net assets
- $45.0M
- Active participants
- 793
- With balances
- 605
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors, Llc | Investment management, Direct payment from the plan | $18,872 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $7,270 |
| Fidelity Inv Inst Ops Co. Llc | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $478 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $374 |