Elon University Tax Deferred Annuity Plan
Sponsored by Elon University · EIN 560532303 · Plan #002
- Total assets
- $90.9M
- Net assets
- $90.9M
- Active participants
- 883
- With balances
- 1,311
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $54,656 |
| Highland Consulting | Consulting (general), Direct payment from the plan | $23,719 |
| Trust Company Of The South | Investment management, Direct payment from the plan, Investment management fees (indirect) | $14,087 |