Wyoming Seminary Defined Contribution Retirement Plan
Sponsored by Wyoming Seminary · EIN 240795509 · Plan #001
- Total assets
- $50.7M
- Net assets
- $50.7M
- Active participants
- 195
- With balances
- 468
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $36,769 |
| Planpilot, Llc | Investment advisory (plan) | $30,217 |
| Kronick Kalada Berdy & Co | Accounting | $9,400 |