Wilmington University 403(b) Dc Plan
Sponsored by Wilmington University, Inc. · EIN 510107088 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 2,063
- With balances
- 1,114
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 |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
| Veery Capital, Llc CRD 298465 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Flexpath Strategies, Llc | Investment advisory (participants), Direct payment from the plan | $60,305 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $55,733 |
| Veery Capital | Investment management, Direct payment from the plan | $13,079 |