California Lutheran University Employee Retirement Plan
Sponsored by California Lutheran University · EIN 952962604 · Plan #001
- Total assets
- $161M
- Net assets
- $161M
- Active participants
- 593
- With balances
- 1,404
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).
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) | $128,740 |
| Nfp Retirement Inc. | Investment management, Direct payment from the plan | $52,500 |
| Moss Adams, Llp | Accounting, Direct payment from the plan | $19,950 |