Wheaton College Retirement Plan
Sponsored by Wheaton College · EIN 042103638 · Plan #001
- Total assets
- $213M
- Net assets
- $213M
- Active participants
- 593
- With balances
- 1,620
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Other fees | $98,057 |
| Rsm Us Llp | Other fees | $26,865 |
| Global Retirement Partners | Investment advisory (plan) | $23,500 |
| The Angell Pension Group, Inc | Other services | $13,668 |