Pepperdine University Retirement Plan
Sponsored by Pepperdine University · EIN 951644037 · Plan #001
- Total assets
- $633M
- Net assets
- $633M
- Active participants
- 2,003
- With balances
- 3,372
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $256,067 |
| Bfsg, Llc | Consulting (general), Direct payment from the plan | $37,500 |
| Manchester Financial Inc. | Securities brokerage, Securities brokerage commissions | $36,958 |
| Integrity Financial Corporation | Securities brokerage, Securities brokerage commissions | $19,877 |
| Cerity Partners Llc | Securities brokerage, Securities brokerage commissions | $16,720 |
| Cedarstone Advisors, Inc. | Securities brokerage, Securities brokerage commissions | $16,132 |
| Summit Global Investments Llc | Securities brokerage, Securities brokerage commissions | $10,765 |
| Burton Enright Welch | Securities brokerage, Securities brokerage commissions | $8,906 |
| Teachers Insurance & Annuity Assoc. | Recordkeeping | $8,887 |
| Sherwood Financial | Securities brokerage, Securities brokerage commissions | $6,453 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |