Aui Supplemental Retirement Annuity Plan Aui/Nrao Tda Plan
Sponsored by Associated Universities Inc. · EIN 111630900 · Plan #002
- Total assets
- $168M
- Net assets
- $168M
- Active participants
- 627
- With balances
- 781
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 |
|---|---|---|
| Cbiz Cpas Llc | Accounting | $25,988 |
| Mercer Investments | Direct payment from the plan | $13,750 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $830 |
| Fidelity | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$15,946 |