Dominican University Retirement Plan
Sponsored by Dominican University · EIN 362167855 · Plan #001
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 445
- With balances
- 872
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plan Pilot, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $30,000 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $24,723 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $8,700 |