Assoc Of Independent Colleges And Universities Of Ohio Mep
Sponsored by Governing Comm Of The Assoc Of Ind College And Univ Of Ohio Mep · EIN 310880079 · Plan #333
- Total assets
- $480M
- Net assets
- $480M
- Active participants
- 2,140
- With balances
- 4,353
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Custodial (securities) | $290,724 |
| Plan Pilot | Investment advisory (plan) | $203,800 |
| Pentegra Services, Inc | Plan administrator | $148,279 |
| Lpl Financial | Investment advisory (plan) | $70,630 |
| Maloney & Novotny, Llc | Investment advisory (plan) | $13,200 |
| Law Offices Of Allen T Steinberg Pc | Legal | $9,181 |