Ticua 403(b) Defined Contribution Plan
Sponsored by Tennessee Independent Colleges And Universities Association, Inc. · EIN 621155139 · Plan #333
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 1,238
- With balances
- 2,080
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Millennium Advisory Services, Inc | Investment advisory (participants) | $239,222 |
| Pentegra Services, Inc | Plan administrator | $68,457 |
| Tiaa Teachers Ins & Annuit Assoc | Contract administrator | $67,434 |
| Sageview Advisory Group | Investment advisory (participants) | $58,436 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $15,704 |
| Ftb Advisor Inc | Investment advisory (plan), Other fees | $8,403 |