Wittenberg University Defined Contribution Retirement Plan
Sponsored by Wittenberg University · EIN 310537177 · Plan #001
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 288
- With balances
- 1,017
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).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $49,969 |
| Cbiz Investment Advisory Services | Investment management, Direct payment from the plan | $25,894 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $20,212 |