Benedictine University Defined Contribution Retirement Plan
Sponsored by Benedictine University · EIN 362722198 · Plan #001
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 379
- With balances
- 926
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment management, Direct payment from the plan, Investment management fees (indirect) | $60,000 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $54,827 |
| Crowe Llp | Accounting, Direct payment from the plan, Investment management fees (indirect) | $17,500 |
| Mesirow Financial | Investment management, Direct payment from the plan, Investment management fees (indirect) | $15,000 |