Midwestern University Retirement Plan
Sponsored by Midwestern University · EIN 363377698 · Plan #002
- Total assets
- $508M
- Net assets
- $508M
- Active participants
- 1,622
- With balances
- 2,812
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Tiaa | Recordkeeping, Investment advisory (plan), Investment management | $118,839 |
| Fidelity Investments | Direct payment from the plan, Sub-transfer agency fees, Recordkeeping fees | $72 |
| Reliastar Life Ins. Co. | Recordkeeping fees | $0 |