Oak Ridge Associated Universities

Form 5500 Data

Overview

Plan Rating

?
We currently do not have enough data to calculate a rating for this plan.

Plan Description

Oak Ridge Associated Universities Basic Retirement Plan is a defined contribution plan. Oak Ridge Associated Universities Basic Retirement Plan currently has over 1,700 active participants and over $149.2M in plan assets.

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2014
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address P.O. Box 117
  • Location
    Oak Ridge , TN
  • 37831-0117
  • Industry
    Educational Services
  • Administrator
    Meghan Millwood
  • Sponsor
    D.W. Standley
  • Net Plan Assets
    $149,000,000
  • Total Participants
    1,800
  • Avg Account Balance
    $84,000

Providers

Plan Service Providers

SERVICE PROVIDER
Insurance Carrier
TIAA-Nuveen
Auditor
Lattimore, Black, Morgan & Cain

Articles and Questions

Boeing Plan Report (Updated)

Boeing Fee Settlement Highlights the High Bar for Large Plans

Boeing Offers a Near Perfect Retirement Plan ModelIn most respects Boeing’s retirement offering is a great model of how to run a large retirement plan. Participants in Boeing’s 401(k) plan are beneficiaries of a participant-friendly design with immediate access, automatic enrollment, immediate ves

Why Do Investment Expenses Matter?
Have a question about retirement plans?
Our community of registered financial advisors are standing by to share their experience.
Ask a question