Montreat College Retirement Plan
Sponsored by Montreat College · EIN 560543261 · Plan #001
- Total assets
- $9.7M
- Net assets
- $9.7M
- Active participants
- 164
- With balances
- 285
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 |
|---|---|---|
| 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 |
|---|---|---|
| Two West Capital Advisors | Investment management, Direct payment from the plan | $14,577 |
| Tiaa Teachers Insurance And Annuity | Recordkeeping, Sales loads, Insurance mortality and expense | $1,758 |