Butler University Retirement Plan
Sponsored by Butler University · EIN 350867977 · Plan #006
- Total assets
- $373M
- Net assets
- $373M
- Active participants
- 3,941
- With balances
- 2,164
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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Ins & Annuity Assoc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $194,724 |
| Planpilot, Llc | Investment advisory (plan), Direct payment from the plan | $36,851 |
| Pentegra Services, Inc | Plan administrator | $32,395 |
| Forvis Mazars, Llp | Accounting | $31,180 |
| Lincoln National Corporation | Direct payment from the plan, Contract administrator | $50 |