The George Washington University Supplemental Retirement Plan
Sponsored by The George Washington University · EIN 530196584 · Plan #003
- Total assets
- $1.6B
- Net assets
- $1.6B
- Active participants
- 8,147
- With balances
- 11,339
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Grant Thornton, Llp | Accounting | $27,844 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $22,360 |
| Coastal Pension Services | Contract administrator | $5,100 |