West Virginia University Health System 401(k) Plan
Sponsored by Wvu Health System · EIN 550754713 · Plan #002
- Total assets
- $255M
- Net assets
- $255M
- Active participants
- 4,036
- With balances
- 4,958
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | fuzzy_auto · 94% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Invest Inst Ops | Participant loan processing, Recordkeeping fees, Account maintenance fees | $285,711 |
| Baker Tilly | Accounting | $22,650 |
| Concurrent Investment | Legal, Investment advisory (plan) | $13,125 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,594 |