AUMdb

Loyola University Chicago Defined Contribution Retirement Plan

Sponsored by Loyola University Of Chicago Attn Benefits Department · EIN 361408475 · Plan #002

Total assets
$1.2B
Net assets
$1.2B
Active participants
2,890
With balances
8,672

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Contract administrator, Recordkeeping $489,789