William Jewell College 403(b) Plan
Sponsored by William Jewell College · EIN 440545914 · Plan #001
- Total assets
- $53.6M
- Net assets
- $53.6M
- Active participants
- 201
- With balances
- 417
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Guidestone Financial Resources | Recordkeeping, Investment advisory (plan), Investment management | $44,228 |
| Cbiz Investment Advisory Services | Investment management, Direct payment from the plan | $24,217 |
| Tiaa | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $201 |