University Of La Verne 403(b) Retirement Savings Plan
Sponsored by University Of La Verne · EIN 951644026 · Plan #001
- Total assets
- $266M
- Net assets
- $266M
- Active participants
- 5,575
- With balances
- 1,886
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv. Inst. Ops. Co., Llc | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $82,778 |
| Sageview Advisory Group | Investment advisory (plan), Legal, Direct payment from the plan | $59,909 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $27,868 |
| Moss Adams | Accounting, Direct payment from the plan | $22,050 |
| Nixon Peabody Llp | Legal, Direct payment from the plan | $7,293 |