West Virginia University Medical Corporation Retirement Plan
Sponsored by Wvu Health System · EIN 550492006 · Plan #004
- Total assets
- $392M
- Net assets
- $392M
- Active participants
- 2,079
- With balances
- 2,826
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
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 | Recordkeeping fees, Account maintenance fees | $163,526 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $36,225 |
| Baker Tilly Us, Llp | Accounting | $12,550 |
| Valic | Investment management, Direct payment from the plan, Recordkeeping fees | $10,372 |