Lawrence Technological University Dc Retirement Plan
Sponsored by Lawrence Technological University · EIN 381369604 · Plan #001
- Total assets
- $99.7M
- Net assets
- $99.7M
- Active participants
- 452
- With balances
- 694
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 |
|---|---|---|
| Greystone Financial Group, Llc CRD 306595 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Cref | Custodial (other), Custodial (securities), Investment management | $40,810 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $20,500 |
| Greystone Financial Group | Direct payment from the plan, Investment management, Investment management fees (direct) | $15,000 |