Our Lady Of The Lake University Defined Contribution Retirement Plan
Sponsored by Our Lady Of The Lake University Of San Antonio · EIN 741109631 · Plan #003
- Total assets
- $58.5M
- Net assets
- $58.5M
- Active participants
- 781
- With balances
- 874
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Consulting (general), Insurance brokerage commissions | $61,835 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $7,890 |
| Roland Criss | Consulting (general), Insurance brokerage commissions | $6,125 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |