The Bob Jones University Retirement Fund
Sponsored by Bju, Inc. · EIN 571088101 · Plan #002
- Total assets
- $86.8M
- Net assets
- $86.8M
- Active participants
- 1,316
- With balances
- 1,667
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Colton Groome Financial Advisors, Llc CRD 128365 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Copying and duplicating | $140,022 |
| Colton Groome Financial Advisors | Investment management, Direct payment from the plan | $62,785 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Trustee (directed) | $25,445 |