Central Methodist University Dc Retirement Plan And Tax Deferred Annuity Plan
Sponsored by Central Methodist University · EIN 430654854 · Plan #001
- Total assets
- $42.7M
- Net assets
- $42.7M
- Active participants
- 351
- With balances
- 633
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plan Pilot, Llc | Investment advisory (plan), Consulting fees | $14,445 |
| Tiaa | Recordkeeping, Custodial (securities), Investment management fees (direct) | $9,710 |