Bellarmine University Tax Deferred Annuity Plan
Sponsored by Bellarmine University · EIN 610482955 · Plan #002
- Total assets
- $30.2M
- Net assets
- $30.2M
- Active participants
- 437
- With balances
- 467
Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealthmd Corporation CRD 140498 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthmd Corporation | Investment advisory (participants), Direct payment from the plan, Investment management fees (direct) | $16,683 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $1,649 |