AUMdb

Rockford University Retirement Savings Plan

Sponsored by Rockford University · EIN 362167842 · Plan #001

Total assets
$37.4M
Net assets
$37.4M
Active participants
298
With balances
300

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $1,466