Munson Williams Proctor Institute Defined Contribution Retirement Plan
Sponsored by Munson Williams Proctor Institute · EIN 150532214 · Plan #002
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 107
- With balances
- 319
Plan year beginning 01/01/2024 · Partial participant-directed account, Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Munson Williams Proctor Institute | $38,667 | |
| Tiaa | $5,560 |