Roosevelt University 403(b) Retirement Plan
Sponsored by Roosevelt University · EIN 362167854 · Plan #005
- Total assets
- $121M
- Net assets
- $121M
- Active participants
- 504
- With balances
- 968
Plan year beginning 09/01/2024 · 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 |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $74,154 |
| Multnomah Group, Inc | Investment management, Direct payment from the plan | $35,562 |
| Crowe Llp | Accounting, Direct payment from the plan | $20,550 |
| Saul Ewing Arnstein & Lehr | Legal, Direct payment from the plan | $8,525 |