AUMdb

Winrock International Institute For Agricultural Development Defined Contribution Plan

Sponsored by Winrock International Institute For Agricultural Development · EIN 710603560 · Plan #001

Total assets
$91.3M
Net assets
$91.3M
Active participants
241
With balances
713

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)

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 Claims processing, Recordkeeping, Investment management $76,373
National Financial Services Securities brokerage, Securities brokerage commissions $0