Armand Hammer United World College Of The American West Retirement Plan
Sponsored by Armand Hammer United World College Of The American West · EIN 850297355 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 174
- With balances
- 225
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Longview Wealth Management, Llc CRD 139489 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $50,754 |
| Longview Asset Management | Investment advisory (plan) | $23,334 |
| Valic | Recordkeeping fees, Account maintenance fees | $3,656 |