Campbell University Defined Contribution Retirement Plan
Sponsored by Campbell University · EIN 560529940 · Plan #002
- Total assets
- $199M
- Net assets
- $199M
- Active participants
- 1,862
- With balances
- 1,905
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Millennium Advisory Services, Inc | Investment management, Direct payment from the plan | $211,558 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $74,620 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $18,831 |