The Lick Wilmerding High School Retirement Plan
Sponsored by Lick Wilmerding High School · EIN 941186156 · Plan #001
- Total assets
- $48.8M
- Net assets
- $48.8M
- Active participants
- 147
- With balances
- 322
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $35,663 |
| Morgan Stanley Domestic Hldngs | Investment advisory (plan) | $16,374 |
| Axa Equitable Life Insurance Compan | Participant loan processing, Trustee (directed), Float revenue | $60 |