AUMdb

La Salle University Defined Contribution And Tax Deferred Annuity Plan

Sponsored by La Salle University · EIN 231352654 · Plan #001

Total assets
$229M
Net assets
$229M
Active participants
1,177
With balances
1,521

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).

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $54,280
Onedigital Investment Advisors Investment advisory (plan), Direct payment from the plan $37,500
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $14,582