Cleveland University Kansas City Employees Retirement Plan
Sponsored by Cleveland University Kansas City · EIN 446000294 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 123
- With balances
- 192
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $40,685 |
| Onedigital Investment Advisors Llc | Contract administrator, Investment advisory (plan) | $24,652 |
| Resources Investment Advisors, Llc | Investment management | $4,857 |