Employees Supplemental Retirement Plan C
Sponsored by Case Western Reserve University · EIN 341018992 · Plan #007
- Total assets
- $281M
- Net assets
- $281M
- Active participants
- 1,972
- With balances
- 5,423
Plan year beginning 07/01/2024 · Default investment account (QDIA), ERISA 404(c) participant-directed, Total participant-directed account
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, Investment advisory (participants), Consulting (general) | $77,035 |
| Tiaa Teachers Insurance And Annui | Recordkeeping, Consulting (general), Investment advisory (participants) | $41,039 |