Lipscomb University Defined Contribution Retirement Plan
Sponsored by Lipscomb University · EIN 620485733 · Plan #002
- Total assets
- $152M
- Net assets
- $152M
- Active participants
- 1,231
- With balances
- 1,240
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 |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Inv Advisory,Llc | Investment advisory (plan), Direct payment from the plan | $90,379 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $71,712 |