The Wistar Institute Retirement Savings Program
Sponsored by The Wistar Institute Of Anatomy And Biology · EIN 236434390 · Plan #002
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 308
- With balances
- 912
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Claims processing, Recordkeeping, Consulting (pension) | $52,761 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $16,898 |
| Vanguard | Claims processing, Recordkeeping, Direct payment from the plan | $2,640 |
| Fidelity Invst Inst Op Co, Inc. | Claims processing, Recordkeeping, Direct payment from the plan | $360 |