Wakemed Retirement Savings Plan
Sponsored by Wakemed · EIN 566017737 · Plan #002
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 12,421
- With balances
- 15,626
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc | Investment advisory (plan) | $840,167 |
| Fidelity Investments Inst Op | Participant loan processing, Recordkeeping fees, Account maintenance fees | $505,861 |
| Valic Retirement Services Co. | Custodial (securities), Insurance services, Investment management | $0 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $0 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |