University Of Virginia Darden School Foundation Retirement Plan
Sponsored by University Of Virginia Darden School Foundation · EIN 546046419 · Plan #001
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 117
- With balances
- 344
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator, Direct payment from the plan | $39,312 |
| Mercer Investments Llc | Investment advisory (plan), Direct payment from the plan | $18,545 |