Moravian University Retirement Plan
Sponsored by Moravian University · EIN 240795460 · Plan #001
- Total assets
- $134M
- Net assets
- $134M
- Active participants
- 554
- With balances
- 1,063
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $81,671 |
| Cornerstone Advisors Asset Mgmt. | Consulting (pension), Investment management, Direct payment from the plan | $28,344 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $6,300 |