William Peace University Retirement Plan
Sponsored by William Peace University · EIN 560529988 · Plan #001
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 136
- With balances
- 335
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 |
|---|---|---|
| Verity Asset Management, Inc. CRD 158667 | deterministic · 100% | 2024 |
| Capital Asset Advisory Services, Llc. CRD 110929 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $28,017 |
| Verity Asset Management, Inc. | Investment advisory (plan) | $15,414 |
| Capital Asset Advisory Svcs | Investment advisory (plan) | $15,307 |