West Virginia University Medical Corporation 403(b) Plan
Sponsored by Wvu Health System · EIN 550492006 · Plan #003
- Total assets
- $328M
- Net assets
- $328M
- Active participants
- 2,091
- With balances
- 2,608
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $158,355 |
| Concurrent Investment Advisors, Llc | Consulting (general), Investment advisory (plan) | $29,400 |
| Baker Tilly Us, Llp | Accounting | $12,550 |
| Valic | Investment management, Direct payment from the plan, Recordkeeping fees | $9,004 |