AUMdb

Wheeling Jesuit University Defined Contribution Plan

Sponsored by Wheeling University · EIN 550394213 · Plan #001

Total assets
$43.4M
Net assets
$43.4M
Active participants
140
With balances
599

Plan year beginning 01/01/2024 · Default investment account (QDIA), ERISA 404(c) participant-directed, Total participant-directed account

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
Henderson Bros. Ret. Plan Serv. Investment advisory (plan) $34,063
Tiaa Teachers Insurance And Annui Recordkeeping $19,320