AUMdb

Western Seminary 403(b) Plan

Sponsored by Western Seminary · EIN 930429022 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
89
With balances
141

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Two West Capital Advisors Direct payment from the plan $8,357
Coulter & Justus Accounting $6,750
Pentegra Services, Inc. Plan administrator, Consulting (pension), Recordkeeping fees $6,584
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $2,686