University Of Dayton Tda Plan
Sponsored by University Of Dayton · EIN 310536715 · Plan #001
- Total assets
- $667M
- Net assets
- $667M
- Active participants
- 4,308
- With balances
- 5,158
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Assetmark, Inc. CRD 109018 | 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) | $226,834 |
| Dynamic Pension Services, Inc. | Investment management, Direct payment from the plan, Investment management fees (indirect) | $51,338 |
| Ironshore Financial, Llc | Consulting (pension), Direct payment from the plan | $24,777 |
| Clark, Schaefer, Hackett & Co. | Accounting, Direct payment from the plan | $21,250 |
| Assetmark,Inc. | Investment management, Direct payment from the plan | $6,246 |