Lakeland University Retirement Plan 403(b)
Sponsored by Lakeland University · EIN 390821861 · Plan #001
- Total assets
- $57.3M
- Net assets
- $57.3M
- Active participants
- 283
- With balances
- 643
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Llp | Accounting | $15,120 |
| Capfinancial Partners, Llc | Other commissions | $10,522 |