Rockhurst University Retirement Savings Plan
Sponsored by Rockhurst University · EIN 440545813 · Plan #001
- Total assets
- $87.4M
- Net assets
- $87.4M
- Active participants
- 360
- With balances
- 714
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $64,356 |
| Two West Capital Advisors | Investment advisory (plan), Direct payment from the plan | $42,751 |
| Pickett, Chaney & Mcmullen, Llp | Accounting, Direct payment from the plan | $12,250 |