Abilene Christian University 403(b) Retirement Plan
Sponsored by Abilene Christian University · EIN 750851900 · Plan #002
- Total assets
- $164M
- Net assets
- $164M
- Active participants
- 1,237
- With balances
- 1,865
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| J. Team Financial, Inc. CRD 134104 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $148,996 |
| Flexpath Strategies, Llc | Investment management, Direct payment from the plan | $103,484 |
| Raymond James & Associates | Investment management, Direct payment from the plan | $36,000 |
| Team Financial Strategies | Investment management, Direct payment from the plan | $33,276 |
| Cambridge Investment Research, Inc. | Investment advisory (plan), Direct payment from the plan | $6,151 |