Loyola University Retirement Plan
Sponsored by Loyola University New Orleans · EIN 720408946 · Plan #003
- Total assets
- $282M
- Net assets
- $282M
- Active participants
- 1,273
- With balances
- 2,451
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 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $109,892 |
| Cbiz Investment Adv. Services Llc | Investment management, Direct payment from the plan, Consulting fees | $68,750 |
| Wegmann Dazet & Co. | Accounting, Direct payment from the plan | $22,639 |
| Cbiz Benefits And Insurance Service | Direct payment from the plan, Other fees | $6,000 |