Loyola University Maryland Retirement Plan
Sponsored by Loyola University Maryland · EIN 520591623 · Plan #001
- Total assets
- $441M
- Net assets
- $441M
- Active participants
- 2,148
- With balances
- 2,503
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $136,778 |
| Sageview Advisory Group, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $81,250 |