Regent University 403(b) Retirement Plan
Sponsored by Regent University · EIN 541061178 · Plan #001
- Total assets
- $82.4M
- Net assets
- $82.4M
- Active participants
- 871
- With balances
- 1,255
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,708 |
| Fidelity Investments | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | -$10,009 |