Friends University Dc And Tda Plan
Sponsored by Friends University · EIN 480547702 · Plan #001
- Total assets
- $36.9M
- Net assets
- $36.9M
- Active participants
- 250
- With balances
- 489
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Participant loan processing | $55,141 |
| Mariner Wealth Advisors, Llc | Recordkeeping | $30,844 |
| Forvis | Accounting | $11,665 |