Elon University Defined Contribution Plan
Sponsored by Elon University · EIN 560532303 · Plan #001
- Total assets
- $324M
- Net assets
- $324M
- Active participants
- 1,712
- With balances
- 3,036
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 |
|---|---|---|
| Verity Asset Management, Inc. CRD 158667 | 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) | $193,161 |
| Highland Consulting | Consulting (general), Direct payment from the plan | $79,065 |
| Trust Company Of The South | Investment management, Direct payment from the plan, Investment management fees (direct) | $31,080 |
| Verity Asset Management, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $6,728 |