Westminster School 403(b) Dc Plan
Sponsored by Westminster School · EIN 730730839 · Plan #001
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 91
- With balances
- 229
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Plan administrator, Recordkeeping | $16,458 |
| Two West Capital Advisors | Investment advisory (plan) | $10,965 |