Lehigh University Retirement Plan
Sponsored by Lehigh University · EIN 240795445 · Plan #001
- Total assets
- $902M
- Net assets
- $902M
- Active participants
- 2,958
- With balances
- 4,822
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | 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) | $358,397 |
| Capfinancial Partners, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $81,954 |
| Zelenkofske Axelrod Llc | Accounting, Direct payment from the plan | $24,900 |