Southern Methodist University Retirement Plan
Sponsored by Southern Methodist University · EIN 750800689 · Plan #002
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 2,417
- With balances
- 4,921
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).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Beaird Harris Wealth Management, Llc CRD 107238 | deterministic · 100% | 2024 |
| Gardner Asset Management Llc CRD 114263 | deterministic · 100% | 2024 |
| True North Advisors, Llc CRD 116048 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $455,397 |
| The Gardner Group | Investment advisory (participants), Investment management fees (direct) | $20,785 |
| Beaird Harris | Investment advisory (participants), Investment management fees (direct) | $13,601 |
| True North Advisors Llc | Investment advisory (participants), Investment management fees (direct) | $6,508 |
| Charles Schwab & Co., Inc | Securities brokerage, Securities brokerage commissions | $4,206 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |