University Of San Diego Defined Contribution Retirement Plan
Sponsored by University Of San Diego · EIN 952544535 · Plan #003
- Total assets
- $797M
- Net assets
- $797M
- Active participants
- 2,695
- With balances
- 5,048
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Torrey Wealth, Llc CRD 310688 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv Inst Ops Co., Inc | Participant loan processing, Direct payment from the plan, Recordkeeping fees | $225,647 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $125,377 |
| Variable Annuity Life Insurance Co. | Consulting (general), Legal, Participant loan processing | $23,262 |
| Sageview Advisory Group, Llc | Investment management, Direct payment from the plan, Consulting fees | $18,750 |
| Cambridge Investment Research, Inc. | Investment advisory (plan), Direct payment from the plan | $12,857 |
| Torrey Wealth Llc | Investment management, Direct payment from the plan | $11,346 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $420 |
| Dws Distributors, Inc. | Shareholder servicing fees, Sub-transfer agency fees | $0 |