Wgu Retirement Savings Plan
Sponsored by Wgu Corporation · EIN 841383926 · Plan #001
- Total assets
- $533M
- Net assets
- $533M
- Active participants
- 9,058
- With balances
- 11,132
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $979,830 |
| Kestra Advisory Services Llc | Consulting (general), Insurance services, Insurance brokerage commissions | $184,000 |
| Cbiz Cpas, P.C. | Accounting, Direct payment from the plan | $24,150 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |