Alfred University Retirement Plan
Sponsored by Alfred University · EIN 160743900 · Plan #001
- Total assets
- $151M
- Net assets
- $151M
- Active participants
- 485
- With balances
- 1,291
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | 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) | $68,788 |
| Fiducient Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $41,937 |
| Bonadio & Co., Llp | Accounting, Direct payment from the plan | $18,680 |
| Fidelity Investments Institutional | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $96 |