Valparaiso University Retirement Plan
Sponsored by The Lutheran University Association, Inc. · EIN 350868125 · Plan #001
- Total assets
- $236M
- Net assets
- $236M
- Active participants
- 761
- With balances
- 2,071
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $104,271 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $79,600 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $48,000 |