Loyola Marymount University Defined Contribution Retirement Plan
Sponsored by Loyola Marymount University · EIN 951643334 · Plan #001
- Total assets
- $538M
- Net assets
- $538M
- Active participants
- 3,137
- With balances
- 2,891
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).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $326,477 |
| Aon Investments Usa Inc. | Investment advisory (plan), Direct payment from the plan | $90,000 |
| Crowell Weedon & Co | Investment advisory (plan), Direct payment from the plan | $6,736 |
| Charles Schwab & Co, Inc. | Securities brokerage, Securities brokerage commissions | $580 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |