Chapman University Tax Deferred Annuity (Tda) Retirement Plan
Sponsored by Chapman University · EIN 951643992 · Plan #002
- Total assets
- $304M
- Net assets
- $304M
- Active participants
- 1,909
- With balances
- 2,636
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Benefit Financial Services | Consulting (general) | $52,500 |
| Almich & Associates | Accounting | $12,500 |
| Teachers Ins And Annuity Asso | Custodial (securities) | $7,886 |
| Fidelity Inv Inst Oper Co Inc. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $4,949 |