Judson University Retirement Plan
Sponsored by Judson University · EIN 362515868 · Plan #001
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 124
- With balances
- 261
Plan year beginning 06/01/2024 · 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 |
|---|---|---|
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Two West Capital Advisors | Investment advisory (plan) | $13,333 |
| Pentegra Services, Inc. | Plan administrator, Participant communication, Direct payment from the plan | $6,515 |