Southwestern College Employee Retirement Plan
Sponsored by Southwestern College · EIN 480543715 · Plan #002 · Winfield, KS
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 193
- With balances
- 620
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annui | Contract administrator, Direct payment from the plan, Float revenue | $19,571 |
| Mariner Wealth Advisors, Llc | Investment advisory (plan) | $13,390 |