Wilson College Defined Contribution Retirement Plan
Sponsored by Wilson College · EIN 231352692 · Plan #001
- Total assets
- $34.4M
- Net assets
- $34.4M
- Active participants
- 161
- With balances
- 431
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $28,000 |
| Tiaa | Plan administrator, Recordkeeping | $25,593 |
| Dunbar, Bender & Zapf | Recordkeeping, Consulting (general), Other services | $7,772 |