Weta 403(b) Tax Deferred Savings Plan
Sponsored by Greater Washington Educational Telecommunications Association, Inc · EIN 530242992 · Plan #001
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 411
- With balances
- 517
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $82,178 |
| Mercer Investment Management | Consulting (general), Direct payment from the plan | $59,691 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $18,720 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |