Roger Williams University Retirement Plan
Sponsored by Roger Williams University · EIN 050277222 · Plan #001
- Total assets
- $360M
- Net assets
- $360M
- Active participants
- 2,119
- With balances
- 1,827
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).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $78,213 |
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Investment management | $70,287 |
| Fiducient Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $31,250 |
| Variable Annuity Life Insurance Co | Custodial (securities), Investment advisory (participants), Investment management | $11,734 |
| Cbiz Mhm, Llc | Accounting, Direct payment from the plan | $8,768 |