Baldwin Wallace University Defined Contribution And Tax Deferred Savings
Sponsored by Baldwin Wallace University · EIN 340714629 · Plan #002
- Total assets
- $230M
- Net assets
- $230M
- Active participants
- 587
- With balances
- 1,389
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 |
|---|---|---|
| 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 | Recordkeeping, Participant communication, Sales loads | $72,328 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $63,943 |
| Meaden & Moore Ltd | Accounting, Direct payment from the plan | $21,500 |