Chapman University Defined Contribution Retirement Plan
Sponsored by Chapman University · EIN 951643992 · Plan #003
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 1,909
- With balances
- 3,252
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 5500 Tax Group Inc. | Other services | $18,750 |
| Almich & Associates | Accounting | $12,500 |
| Fidelity Inv Inst Oper Co Inc. | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $3,882 |
| Benefit Financial Services Group | Consulting (general) | $3,500 |
| Teachers Ins And Annuity Assoc | Custodial (securities) | $35 |