AUMdb

Western New England University Defined Contribution Retirement Plan

Sponsored by Western New England University · EIN 042108376 · Plan #001

Total assets
$288M
Net assets
$288M
Active participants
865
With balances
1,660

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

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
Tiaa Recordkeeping $70,972
Fiducient Advisors, Llc Other fees $54,791
Cbiz Cpas, P.C. Other fees $23,240
The Angell Pension Group, Inc. Contract administrator, Other fees $11,376