Waterford Institute, Inc. Defined Contribution Ret
Sponsored by Waterford Institute, Inc. · EIN 510202349 · Plan #001
- Total assets
- $29.8M
- Net assets
- $29.8M
- Active participants
- 253
- With balances
- 547
Plan year beginning 09/01/2024
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 |
|---|---|---|
| Soltis Investment Advisors Llc | $10,338 | |
| Tiaa | $7,649 |