Walsh University Retirement Plan
Sponsored by Walsh University, Inc. · EIN 340868798 · Plan #001
- Total assets
- $60.7M
- Net assets
- $60.7M
- Active participants
- 308
- With balances
- 689
Plan year beginning 07/01/2024 · Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Clearstead Advisors, Llc CRD 105674 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Ins & Annuity Assn | Investment advisory (plan), Contract administrator | $115,739 |
| Clearstead Advisors, Llc | Investment advisory (plan) | $20,000 |
| Forvis Mazars, Llp | Accounting | $13,660 |