AUMdb

Nova Southeastern University 403(b) Plan (F/K/A Nova Southeastern University Defined Contribution Retirement Plan)

Sponsored by Nova Southeastern University, Inc. · EIN 591083502 · Plan #001

Total assets
$467M
Net assets
$467M
Active participants
1,405
With balances
3,698

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
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Teacher's Insurance & Annuity Product termination fees, Direct payment from the plan, Recordkeeping fees $108,129
Captrust Financial Partners Llc Investment management fees (direct), Direct payment from the plan, Investment advisory (plan) $96,500
Variable Annuity Life Insurance Co Custodial (securities), Investment management, Legal $25,979
Ernst & Young Us, Llp Accounting, Direct payment from the plan $25,000