Southwestern Law School Dc Retirement Plan
Sponsored by Southwestern Law School · EIN 951246140 · Plan #001
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 202
- With balances
- 359
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 |
|---|---|---|
| Angeles Investment Advisors, Llc. CRD 110213 | 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) | $53,231 |
| Angeles Investment Advisors, Llc | Investment management, Direct payment from the plan | $28,778 |
| Holthouse Carlin & Van Trigt Llp | Accounting, Direct payment from the plan | $22,708 |