Western Michigan University Homer Stryker M.D. School Of Medicine 403(b) Plan
Sponsored by Western Michigan University Homer Stryker M.D. School Of Medicine · EIN 454135256 · Plan #002
- Total assets
- $49.4M
- Net assets
- $49.4M
- Active participants
- 488
- With balances
- 581
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Consulting (general), Investment advisory (plan), Investment management | $39,500 |
| Fidelity Investments Inst Op Co | Direct payment from the plan, Investment management fees (indirect), Recordkeeping fees | $10,039 |