Roosevelt University 401(a) University Retirement Plan For Faculty And Administrators
Sponsored by Roosevelt University · EIN 362167854 · Plan #003
- Total assets
- $87.4M
- Net assets
- $87.4M
- Active participants
- 324
- With balances
- 889
Plan year beginning 09/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | 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) | $88,201 |
| Multnomah Group, Inc | Investment management, Direct payment from the plan | $21,548 |
| Crowe Llp | Accounting, Direct payment from the plan | $18,950 |