Trevecca Nazarene University Defined Contribution Retirement Plan
Sponsored by Trevecca Nazarene University · EIN 620497990 · Plan #001
- Total assets
- $55.0M
- Net assets
- $55.0M
- Active participants
- 455
- With balances
- 716
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hub Investment Partners, Llc CRD 307956 | deterministic · 100% | 2024 |
| Trm Advisors Lp CRD 321278 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance & Annuity | Recordkeeping, Direct payment from the plan | $59,942 |
| Millennium Advisory Services, Inc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $57,320 |
| Hub Investment Partners | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $56,665 |
| Trg Fiduciary Services, Llc | Investment advisory (plan), Direct payment from the plan | $43,281 |
| Trg Advisors, Inc. | Investment advisory (plan), Named fiduciary, Direct payment from the plan | $30,000 |