AUMdb

Tiaa Cref Retirement Plan For Faculty And Administrators Of Wilkes University

Sponsored by Wilkes University · EIN 240795506 · Plan #001

Total assets
$224M
Net assets
$224M
Active participants
564
With balances
1,205

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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
Fiducient Advisors, Llc Consulting (pension), Direct payment from the plan $47,038
Schneider Downs & Co., Inc. Accounting, Direct payment from the plan $20,000
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $2,650