Eastern University Defined Contribution Retirement Plan
Sponsored by Eastern University · EIN 231409675 · Plan #001
- Total assets
- $86.6M
- Net assets
- $86.6M
- Active participants
- 697
- With balances
- 1,283
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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Planpilot, Llc | Investment advisory (plan), Direct payment from the plan | $7,292 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $1,475 |