Avila University Dc Retirement Plan
Sponsored by Avila University · EIN 440617326 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 205
- With balances
- 677
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 Teachers Ins And Annuity | Plan administrator, Recordkeeping, Direct payment from the plan | $31,725 |
| Cbiz Investment Advisory Services | Investment advisory (plan), Investment management, Direct payment from the plan | $27,523 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $8,925 |