Wingate University Retirement Plan
Sponsored by Wingate University · EIN 566049935 · Plan #004
- Total assets
- $97.0M
- Net assets
- $97.0M
- Active participants
- 503
- With balances
- 812
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator, Direct payment from the plan | $68,368 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $48,750 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $19,450 |