Denison University Retirement Plan
Sponsored by Denison University · EIN 314379459 · Plan #002
- Total assets
- $310M
- Net assets
- $310M
- Active participants
- 1,162
- With balances
- 2,143
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $195,125 |
| Cbiz Investment Advisory Services | Investment management, Direct payment from the plan | $65,929 |
| Barnes Wendling Cpas Inc | Accounting, Direct payment from the plan | $30,000 |