Retirement Plan Of Creighton University
Sponsored by Creighton University · EIN 470376583 · Plan #002
- Total assets
- $684M
- Net assets
- $684M
- Active participants
- 3,738
- With balances
- 4,208
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 97% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $570,105 |
| Lutz | Accounting, Investment advisory (plan), Direct payment from the plan | $29,530 |
| Cornerstone Advisors Asset Mgmt | Investment advisory (plan), Other fees | $0 |
| Data Terrain Inc. | Other services, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |