Beneficial Bank Consolidated Pension Plan
Sponsored by Wilmington Savings Fund Society, Fsb · EIN 510054940 · Plan #004
- Total assets
- $78.0M
- Net assets
- $77.9M
- Active participants
- 78
- With balances
- 0
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 |
|---|---|---|
| Sei Investments Management Corp CRD 105146 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Investments Company | Actuarial, Investment management, Direct payment from the plan | $470,015 |
| Cbiz | Actuarial, Recordkeeping, Consulting (pension) | $21,200 |