Wentworth Institute Of Technology 403(b) Plan
Sponsored by Wentworth Institute Of Technology, Inc. · EIN 041958460 · Plan #002
- Total assets
- $223M
- Net assets
- $223M
- Active participants
- 798
- With balances
- 1,482
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $123,978 |
| Fiducient Advisors Llc | Investment advisory (participants), Investment advisory (plan) | $35,602 |
| Cbiz Cpas P.C. | Accounting | $14,750 |