Webster University Defined Contribution Retirement Plan
Sponsored by Webster University · EIN 430662529 · Plan #001
- Total assets
- $233M
- Net assets
- $233M
- Active participants
- 2,187
- With balances
- 1,562
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 |
|---|---|---|
| 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 | Recordkeeping, Direct payment from the plan | $172,152 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Direct payment from the plan | $53,524 |