Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| CHAPMAN UNIVERSITY TAX DEFERRED ANNUITY (TDA) RETIREMENT PLAN | CHAPMAN UNIVERSITY, CA | $304M | 1,909 |
| CHAPMAN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | CHAPMAN UNIVERSITY, CA | $269M | 1,909 |
| DEVRY UNIVERSITY 401(K) SAVINGS PLAN | DEVRY UNIVERSITY, INC., IL | $219M | 1,349 |
| AMERICAN CAREER COLLEGE, INC. AND WEST COAST UNIVERSITY, INC. 401(K) PLAN | AMERICAN CAREER COLLEGE, INC., CA | $134M | 2,942 |
| ACADEMY OF ART UNIVERSITY 401(K) RETIREMENT PLAN | STEPHENS INSTITUTE DBA ACADEMY OF ART UNIVERSITY, CA | $86M | 1,132 |
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