The Wgbh Educational Foundation Retirement Plan
Sponsored by Wgbh Educational Foundation · EIN 042104397 · Plan #005
- Total assets
- $361M
- Net assets
- $361M
- Active participants
- 896
- With balances
- 1,805
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Fidelity Investment Inst. Operation | Recordkeeping | $190,253 |
| Tiaa Cref | Recordkeeping, Participant loan processing, Direct payment from the plan | $56,790 |
| One Digital Investment Advisor | Consulting (general), Investment management, Direct payment from the plan | $38,000 |
| Caron & Bletzer | Legal | $23,200 |