Indiana University Foundation, Inc. 403(b) Defined Contribution Retirement Plan
Sponsored by Indiana University Foundation · EIN 356018940 · Plan #001
- Total assets
- $81.0M
- Net assets
- $81.0M
- Active participants
- 322
- With balances
- 638
Plan year beginning 01/01/2024 · Money purchase, 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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | 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) | $60,641 |
| Sageview Advisory Group | Investment advisory (plan), Direct payment from the plan | $15,352 |
| Valic Annuity Life Insurance Co. | Custodial (securities), Investment management, Legal | $30 |
| American United Life Insurance Co | Recordkeeping, Participant communication, Investment management fees (indirect) | $0 |