AUMdb

The George Washington University Retirement Plan For Faculty And Staff

Sponsored by The George Washington University · EIN 530196584 · Plan #001

Total assets
$1.4B
Net assets
$1.4B
Active participants
4,055
With balances
13,586

Plan year beginning 01/01/2024 · Money purchase, 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
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 Investment advisory (plan) $22,360
Coastal Pension Services Contract administrator $6,100