AUMdb

Franciscan University Of Steubenville Defined Contribution Retirement Plan

Sponsored by Franciscan University Of Steubenville · EIN 340714818 · Plan #001

Total assets
$101M
Net assets
$101M
Active participants
338
With balances
714

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

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
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $75,539
Cbiz Investment Advisory Services Investment advisory (plan), Direct payment from the plan $63,053