Southwestern University Regular Retirement Plan For All Employees
Sponsored by Southwestern University · EIN 741233796 · Plan #001
- Total assets
- $117M
- Net assets
- $117M
- Active participants
- 461
- With balances
- 1,025
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $27,584 |
| Kutak Rock Llp | Legal, Direct payment from the plan | $22,124 |
| Cherry Bekaert Llc | Accounting, Direct payment from the plan | $15,435 |