Oral Roberts University Retirement Plan
Sponsored by Oral Roberts University · EIN 730739626 · Plan #001
- Total assets
- $74.7M
- Net assets
- $74.7M
- Active participants
- 483
- With balances
- 832
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 |
|---|---|---|
| Mariner Wealth Advisors Ic, Llc CRD 289886 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $66,557 |
| Mariner Wealth Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $32,000 |
| Hogantaylor Llp | Accounting, Direct payment from the plan | $22,700 |