AUMdb

Wagner College Defined Contribution Retirement Plan

Sponsored by Wagner College · EIN 135604699 · Plan #002

Total assets
$144M
Net assets
$144M
Active participants
746
With balances
981

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Pension Advisors Consulting (pension), Direct payment from the plan $43,750
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $43,625
Grant Thornton, Llp Accounting, Direct payment from the plan $28,090