AUMdb

Corban University Defined Contribution Retirement Plan

Sponsored by Corban University · EIN 941312349 · Plan #002

Total assets
$15.1M
Net assets
$15.1M
Active participants
120
With balances
266

Plan year beginning 07/01/2024 · 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
Two West Capital Advisors Llc CRD 154543 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Valic Insurance mortality and expense, Investment advisory (participants), Investment management $23,704
Two West Capital Advisors Consulting (general), Consulting (pension), Investment advisory (participants) $13,900
Pentegra Services, Inc. Plan administrator, Consulting (general), Consulting (pension) $11,826
Coulter & Justus Accounting, Direct payment from the plan $10,500
Tiaa Teachers Insurance And Annui Investment management, Direct payment from the plan, Shareholder servicing fees $4,761