Wheaton College Retirement Plan
Sponsored by Wheaton College · EIN 362182171 · Plan #001
- Total assets
- $239M
- Net assets
- $239M
- Active participants
- 1,354
- With balances
- 1,437
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
| Prairie Investment Advisors, Llc CRD 173356 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance & Annuity | Insurance services, Recordkeeping, Direct payment from the plan | $110,157 |
| Fiducient Advisors, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $54,183 |
| Sikich Llp | Accounting, Direct payment from the plan | $21,100 |
| Prairie Investment Advisors | Investment advisory (plan), Direct payment from the plan, Investment management fees (direct) | $14,511 |