Brenau University 403(b) Defined Contribution Plan
Sponsored by Brenau University · EIN 580566143 · Plan #002
- Total assets
- $67.5M
- Net assets
- $67.5M
- Active participants
- 369
- With balances
- 722
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Cannon Financial Strategists, Inc. CRD 133509 | 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) | $118,720 |
| Cannon Financial Strategists, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $95,555 |
| Lincoln National Corp | Contract administrator | $25 |