Westminster Schools Defined Contribution Retirement Plan
Sponsored by Westminster Schools · EIN 580566206 · Plan #006
- Total assets
- $181M
- Net assets
- $181M
- Active participants
- 455
- With balances
- 1,067
Plan year beginning 09/01/2024 · 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $121,951 |
| Capfinancial Partners, Llc | Investment advisory (plan), Named fiduciary, Direct payment from the plan | $55,863 |