Adler University Defined Contribution Retirement Plan
Sponsored by Adler University · EIN 362515281 · Plan #001
- Total assets
- $31.3M
- Net assets
- $31.3M
- Active participants
- 232
- With balances
- 267
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $51,187 |
| Empower Annuity Insurance Company | Recordkeeping fees | $39,648 |