Purdue Research Foundation Defined Contribution Retirement Plan
Sponsored by Purdue Research Foundation · EIN 351052049 · Plan #001
- Total assets
- $86.9M
- Net assets
- $86.9M
- Active participants
- 472
- With balances
- 722
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Inv Inst Ops Co | Recordkeeping fees, Account maintenance fees | $43,910 |
| Strategic Advisors, Inc. | Investment advisory (plan), Direct payment from the plan | $18,261 |