Faculty And Key Administrative Employee's Retirement Plan A
Sponsored by Case Western Reserve University · EIN 341018992 · Plan #002
- Total assets
- $2.1B
- Net assets
- $2.1B
- Active participants
- 1,983
- With balances
- 5,667
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Group Inc. | Recordkeeping, Consulting (general), Investment advisory (participants) | $286,154 |
| Tiaa Cref | Recordkeeping, Consulting (general), Investment advisory (participants) | $92,426 |
| Maloney & Novotny Llc | Accounting | $7,445 |