Money Purchase Pension Plan Of Wake Forest University Health Sciences
Sponsored by Wake Forest University Health Sciences · EIN 223849199 · Plan #008
- Total assets
- $522M
- Net assets
- $522M
- Active participants
- 1,845
- With balances
- 4,500
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Tiaa Cref | Plan administrator, Recordkeeping, Direct payment from the plan | $35,712 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $32,786 |
| Marsh & Mclennan Agency, Llc | Plan administrator, Recordkeeping, Direct payment from the plan | $8,452 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |