Drake University Mandatory Tax Deferred Annuity Retirement Plan
Sponsored by Drake University · EIN 420680460 · Plan #001
- Total assets
- $297M
- Net assets
- $297M
- Active participants
- 1,315
- With balances
- 2,435
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 |
|---|---|---|
| Tiaa | Direct payment from the plan | $120,130 |
| Cliftonlarsonallen Llp | Investment advisory (plan), Direct payment from the plan | $48,182 |
| Planpilot, Llc | Consulting (general) | $13,300 |