Davenport University Retirement Plan
Sponsored by Davenport University · EIN 381945965 · Plan #001
- Total assets
- $164M
- Net assets
- $164M
- Active participants
- 1,506
- With balances
- 1,604
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dynamic Advisor Solutions Llc CRD 151367 | 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) | $79,512 |
| Dynamic Advisor Solutions, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $66,066 |
| Plante & Moran, Pllc | Accounting, Direct payment from the plan | $24,250 |