AUMdb

Daemen University Retirement Plan

Sponsored by Daemen University · EIN 160759798 · Plan #001

Total assets
$103M
Net assets
$103M
Active participants
369
With balances
664

Plan year beginning 07/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Cref Contract administrator, Direct payment from the plan $103,031
Global Retirement Partners Llc Contract administrator, Direct payment from the plan $13,462
Tronconi Segarra & Assoicates Llp Accounting, Direct payment from the plan $9,450