Parker University 403(b) Dc Plan
Sponsored by Parker University · EIN 751596658 · Plan #002
- Total assets
- $31.8M
- Net assets
- $31.8M
- Active participants
- 358
- With balances
- 362
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $74,049 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $11,731 |
| Empower Advisory Group, Llc | Investment management | $72 |
| Raymond James Financial Services | Investment advisory (plan) | -$3,064 |