West Virginia University Health System 403(b) Retirement Savings Plan
Sponsored by Wvu Health System · EIN 550754713 · Plan #001
- Total assets
- $1.8B
- Net assets
- $1.8B
- Active participants
- 32,450
- With balances
- 36,866
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Concurrent Investment Advisors, Llc CRD 323135 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Invest Inst Op | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,857,996 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $112,107 |
| Concurrent Investment | Investment advisory (plan) | $52,500 |
| Baker Tilly Us, Llp | Accounting | $43,900 |