AUMdb

Bellevue University Defined Contribution Retirement Plan

Sponsored by Bellevue University · EIN 470491571 · Plan #001

Total assets
$91.0M
Net assets
$91.0M
Active participants
1,357
With balances
1,422

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $184,559
Ascensus Holdings, Inc. Other services, Direct payment from the plan, Other fees $350
Silverstone Asset Management Inc Investment advisory (plan), Other fees $0