Delaware Valley University Dc Plan
Sponsored by Delaware Valley University · EIN 231352665 · Plan #001
- Total assets
- $93.6M
- Net assets
- $93.6M
- Active participants
- 345
- With balances
- 717
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Services Llc | Investment advisory (plan), Direct payment from the plan | $43,000 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $9,332 |