Westminster College 403(b) Retirement Account
Sponsored by Westminster College · EIN 430652617 · Plan #001
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 310
- With balances
- 507
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $55,466 |
| Edward D Jones & Co Lp | Investment advisory (plan) | $0 |
| Morningstar Inc Dba Morningstar Ass | Other fees | $0 |