Widener University Defined Contribution Retirement Plan
Sponsored by Widener University · EIN 231386178 · Plan #001
- Total assets
- $425M
- Net assets
- $425M
- Active participants
- 932
- With balances
- 2,320
Plan year beginning 01/01/2024 · Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $84,861 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $7,350 |
| Tiaa | Insurance mortality and expense, Recordkeeping, Consulting (pension) | $5,020 |