Warren Wilson College 403(b) Dc Plan
Sponsored by Warren Wilson College, Inc. · EIN 560767736 · Plan #003
- Total assets
- $41.9M
- Net assets
- $41.9M
- Active participants
- 198
- With balances
- 632
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 |
|---|---|---|
| Capital Asset Advisory Services, Llc. CRD 110929 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Asset Advisory Svcs | Investment advisory (plan) | $33,085 |
| Tiaa | Recordkeeping | $17,815 |
| Flexpath Strategies | Plan administrator | $11,391 |
| Cherry Bekaert Llp | Accounting | $7,306 |