Loyola University Employees' Retirement Plan
Sponsored by Loyola University Of Chicago Attn Benefits Department · EIN 361408475 · Plan #333
- Total assets
- $154M
- Net assets
- $154M
- Active participants
- 797
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Associates, Llc CRD 104942 | deterministic · 100% | 2024 |
| Parametric Portfolio Associates Llc CRD 114310 | deterministic · 100% | 2024 |
| Income Research + Management CRD 104863 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson | Actuarial, Consulting (general), Investment advisory (plan) | $257,047 |
| Loyola University Of Chicago | Plan administrator | $199,539 |
| Cambridge Associates | Investment advisory (plan) | $100,000 |
| Parametric Portfolio Associates Llc | Investment management, Investment management fees (direct) | $92,137 |
| Northern Trust Company | Custodial (securities), Other services, Float revenue | $67,017 |
| Income Research & Management | Investment management, Investment management fees (direct) | $50,331 |
| Legacy Professionals Llp | Accounting | $35,406 |
| Pension Benefit Information Llc | Other services | $22,504 |