Section 403(b) Defined Contribution Plan For Tax Exempt Colleges And Universities In Virginia
Sponsored by The Governing Committee Of The Section 403(b) Defined Contribution · EIN 824833402 · Plan #333
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 6,105
- With balances
- 11,712
Plan year beginning 01/01/2024 · Profit-sharing, 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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Millennium Advisory Services, Inc | Investment advisory (participants) | $1,702,176 |
| Pentegra Services, Inc | Plan administrator | $366,697 |
| Tiaa | Contract administrator | $356,958 |
| Sageview Advisory Group | Investment advisory (plan) | $196,855 |
| Riggs,Counselman,Michaels & Downes, | Insurance services | $164,981 |
| Council Of Ind Colleges Of Va | Plan administrator | $87,822 |
| Troutman Sanders, Llp | Investment advisory (participants) | $85,889 |
| Prm Consulting | Investment advisory (participants) | $76,800 |
| Clifton Larson Allen, Llp | Accounting | $39,165 |
| Fidelity Investments | Recordkeeping fees, Account maintenance fees | $1,912 |
| Lincoln National Corporation | Accounting | $75 |