Ohio Wesleyan University Defined Contribution Retirement Plan And Tax Deferred Annuity Plan
Sponsored by Ohio Wesleyan University · EIN 314379585 · Plan #002
- Total assets
- $194M
- Net assets
- $194M
- Active participants
- 545
- With balances
- 1,159
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $33,905 |
| Maloney & Novotny Llc | Accounting, Direct payment from the plan | $16,700 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $12,586 |