Union Commonwealth University Retirement Plan
Sponsored by Union Commonwealth University · EIN 610461768 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 89
- With balances
- 295
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Two West Capital Advisors | Investment management, Direct payment from the plan | $14,607 |
| Coulter & Justus | Actuarial | $6,750 |
| Tiaa Teachers Insurance And Annuity | Recordkeeping, Consulting (pension), Investment advisory (plan) | $5,480 |
| Pentegra Services, Inc. | Plan administrator, Consulting (pension), Recordkeeping fees | $0 |