Westminster University Defined Contribution Retirement Plan
Sponsored by Westminster University · EIN 870212470 · Plan #001
- Total assets
- $86.7M
- Net assets
- $86.7M
- Active participants
- 597
- With balances
- 958
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
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 |
| 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 | $66,911 |
| Global Retirement Partners Llc | Consulting (general), Insurance brokerage commissions | $29,587 |
| Variable Annuity Life Insurance Co | Investment advisory (participants), Participant loan processing, Product termination fees | $21,306 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |
| Tiaa | Investment advisory (participants), Participant loan processing, Product termination fees | $0 |