AUMdb

Depaul 401(k) Retirement Plan

Sponsored by Depaul Realty Company · EIN 231668411 · Plan #001

Total assets
$32.3M
Net assets
$32.3M
Active participants
369
With balances
415

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Cbiz Investment Advisory Services, Llc CRD 286002 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Other fees, Recordkeeping, Recordkeeping fees $44,407
Cbiz Investment Advisory Service Investment advisory (plan), Direct payment from the plan $42,792
Wipfli Llp Accounting, Direct payment from the plan $22,462