The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation
Sponsored by The Colonial Williamsburg Foundation · EIN 540505888 · Plan #001 · Williamsburg, VA
- Total assets
- $260M
- Net assets
- $260M
- Active participants
- 1,123
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Investment Fund, Inc. CRD 226595 | fuzzy_auto · 95% | 2024 |
| Voya Investments, Llc CRD 111091 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aon Consulting | Actuarial, Account maintenance fees, Direct payment from the plan | $728,394 |
| Investure Evergreen Fund | Investment management, Direct payment from the plan | $424,346 |
| Strategic Investment Group | Investment management, Direct payment from the plan | $335,037 |
| Bank Of New York Mellon | Custodial (other), Trustee (institutional), Direct payment from the plan | $118,226 |
| Fidelity Institutional Asset | Direct payment from the plan, Account maintenance fees | $71,207 |
| Bdo Usa | Accounting, Direct payment from the plan | $40,511 |
| Voya Investment Trust Co. | Investment management, Direct payment from the plan | $35,180 |