Northwestern University Voluntary Savings Plan
Sponsored by Northwestern University · EIN 362167817 · Plan #003
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 13,658
- With balances
- 10,619
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 |
|---|---|---|
| Savant Capital Management | Investment advisory (plan), Investment management, Direct payment from the plan | $74,935 |
| Plante & Moran, Pllc | Accounting, Other services, Direct payment from the plan | $38,074 |
| Capfinancial Partners, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $28,800 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $4,500 |
| Fidelity Invstmnts Inst Oper Co,Inc | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $0 |