Worcester Polytechnic Institute Defined Contribution Plan
Sponsored by Worcester Polytechnic Institute · EIN 042121659 · Plan #001
- Total assets
- $687M
- Net assets
- $687M
- Active participants
- 1,512
- With balances
- 2,905
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $105,300 |
| Fiducient Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $60,800 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $17,134 |
| Berry Dunn Mcneil & Parker Llc | Accounting, Direct payment from the plan | $16,200 |
| Fidelity Inv Inst Ops Co., Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $0 |