Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan
Sponsored by Wake Forest University Baptist Medical Center · EIN 510190238 · Plan #002
- Total assets
- $3.6B
- Net assets
- $3.6B
- Active participants
- 21,020
- With balances
- 35,237
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $1,231,526 |
| Tiaa Cref | Claims processing, Recordkeeping, Investment management | $250,264 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $100,000 |
| Cliftonlarsonallen | Accounting, Direct payment from the plan | $17,719 |
| Empower Annuity Insurance Company | Consulting (general), Recordkeeping fees | $160 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |