Waicu Retirement Readiness Plan
Sponsored by Wisconsin Association Of Independent Colleges And Universities · EIN 391039417 · Plan #002
- Total assets
- $418M
- Net assets
- $418M
- Active participants
- 1,904
- With balances
- 3,978
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Participant communication, Direct payment from the plan, Sales loads | $184,070 |
| Advanced Capital Group | Consulting (general), Insurance services, Insurance brokerage commissions | $49,816 |
| Wisconsin Association Of Independen | Other fees | $32,817 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |