University Liggett Tiaa Cref Pension Plan
Sponsored by University Liggett School · EIN 381360536 · Plan #001
- Total assets
- $50.2M
- Net assets
- $50.2M
- Active participants
- 188
- With balances
- 330
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Baker Tilly Virchow Krause, Llp | Accounting | $12,390 |
| Capfinancial Partners Llc | Investment advisory (plan) | $7,045 |
| Tiaa Cref | Recordkeeping fees | $225 |