William Penn University 403(b) Dc Plan
Sponsored by William Penn University · EIN 420707120 · Plan #001
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 165
- With balances
- 408
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 |
|---|---|---|
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pentegra Services, Inc. | Plan administrator, Consulting (pension), Recordkeeping fees | $25,602 |
| Two West Capital Advisors | Investment advisory (plan) | $21,395 |
| Tiaa | Recordkeeping | $10,267 |