AUMdb

Olivet Nazarene University Dc Retirement Plan

Sponsored by Olivet Nazarene University · EIN 362191252 · Plan #404

Total assets
$102M
Net assets
$102M
Active participants
573
With balances
920

Plan year beginning 01/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Planpilot, Llc CRD 160319 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tiaa Contract administrator, Recordkeeping, Consulting (pension) $39,921
Planpilot, Llc Investment advisory (plan), Direct payment from the plan $31,594
Sikich Cpa Llc Accounting, Direct payment from the plan $5,550