Washington University Retirement Savings Plan
Sponsored by Washington University In St. Louis · EIN 430653611 · Plan #001
- Total assets
- $7.5B
- Net assets
- $7.5B
- Active participants
- 27,547
- With balances
- 34,171
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $1,261,497 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $75,000 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $27,400 |