University Of The Pacific Defined Contribution Plan
Sponsored by University Of The Pacific · EIN 941156266 · Plan #001
- Total assets
- $839M
- Net assets
- $839M
- Active participants
- 2,955
- With balances
- 4,213
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kutak Rock Llp | Legal, Direct payment from the plan | $46,796 |
| Fid Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $43,233 |
| Global Retirement Partners | Investment management, Direct payment from the plan, Investment management fees (indirect) | $41,250 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $19,494 |