Washington And Lee University Defined Contribution Plan
Sponsored by Washington And Lee University · EIN 540505977 · Plan #001
- Total assets
- $437M
- Net assets
- $437M
- Active participants
- 1,044
- With balances
- 2,061
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | 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) | $226,015 |
| Sageview Advisory Group, Llc | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $99,303 |
| Fidelity Inv Inst Oper Company, Inc | Consulting (general), Participant loan processing, Direct payment from the plan | $51,752 |
| Insero And Company, Cpas, P.C. | Accounting, Direct payment from the plan, Other fees | $16,625 |
| The Angell Pension Group, Inc. | Accounting, Direct payment from the plan, Other fees | $8,012 |