Old Dominion University Research Foundation Tax Sheltered Retirement Plan
Sponsored by Old Dominion University Research Foundation · EIN 546068198 · Plan #001
- Total assets
- $27.8M
- Net assets
- $27.8M
- Active participants
- 871
- With balances
- 407
Plan year beginning 07/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $125,758 |
| Lincoln Aps | Contract administrator | $700 |
| Variable Annuity Life Insurance Co | Investment advisory (participants), Investment management, Participant loan processing | $90 |
| Resource 1, Inc. | Investment advisory (plan), Other fees | $0 |
| Axa Equitable Life Insurance Co | Trustee (directed), Investment management, Participant loan processing | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |