Oak Ridge Associated Universities 403(b) Retirement Plan
Sponsored by Oak Ridge Associated Universities · EIN 620476816 · Plan #001
- Total assets
- $359M
- Net assets
- $359M
- Active participants
- 1,069
- With balances
- 1,867
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Tiaa | Recordkeeping, Custodial (securities), Participant loan processing | $71,906 |
| Pensionmark Financial Group, Llc | Investment advisory (plan) | $8,501 |
| Lbmc, Pc | Accounting | $5,500 |