Methodist University Retirement Plan
Sponsored by Methodist University · EIN 560657294 · Plan #001
- Total assets
- $63.4M
- Net assets
- $63.4M
- Active participants
- 387
- With balances
- 862
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 |
|---|---|---|
| Nfp Retirement Inc. | Investment advisory (plan) | $39,167 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $28,634 |
| Pbmares | Accounting | $27,130 |
| Flexpath Strategies, Llc | Consulting (general) | $19,033 |