University Of Dallas Defined Contribution Retirement Plan
Sponsored by University Of Dallas · EIN 750926755 · Plan #001
- Total assets
- $99.2M
- Net assets
- $99.2M
- Active participants
- 422
- With balances
- 837
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Services | Investment advisory (plan) | $33,750 |
| Forvis Mazars, Llp | Accounting | $18,913 |
| Tiaa | Plan administrator | $3,183 |