Dallas Theological Seminary Retirement Savings Plan
Sponsored by Dallas Theological Seminary · EIN 750827421 · Plan #002
- Total assets
- $20.9M
- Net assets
- $20.9M
- Active participants
- 426
- With balances
- 490
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 |
|---|---|---|
| Mercer Investment Solutions Llc CRD 155919 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Consulting (general), Participant communication | $50,185 |
| Capin Crouse, Llp | Accounting, Direct payment from the plan | $17,700 |
| Mercer Investment Consultants | Consulting (general), Investment advisory (plan) | $16,474 |
| Charles Schwab & Co., Inc | Custodial (securities), Shareholder servicing fees | $0 |