Trinity University 403(b) Retirement Plan
Sponsored by Trinity University · EIN 741109633 · Plan #401
- Total assets
- $376M
- Net assets
- $376M
- Active participants
- 1,039
- With balances
- 1,812
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Associates, Llc CRD 104942 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annuity | Participant loan processing, Recordkeeping fees, Direct payment from the plan | $200,202 |
| Cambridge Associates Llc | Investment management, Direct payment from the plan | $21,077 |
| Fidelity Investments Institutional | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $9,012 |