Pension Retirement Plan For The Employees Of Robert W. Woodruff Arts Center
Sponsored by Robert W. Woodruff Arts Center, Inc. · EIN 580633971 · Plan #002
- Total assets
- $15.4M
- Net assets
- $15.2M
- Active participants
- 46
- 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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $23,500 |
| Smith & Howard, Pc | Accounting, Direct payment from the plan | $23,000 |
| Jlm Actuarial, Llc | Actuarial, Direct payment from the plan | $21,300 |
| Truist Bank | Trustee (institutional), Direct payment from the plan, Float revenue | $20,372 |