Rosalind Franklin University Of Medicine And Science 403(b) Plan
Sponsored by Rosalind Franklin University Of Medicine And Science · EIN 362181973 · Plan #001
- Total assets
- $217M
- Net assets
- $217M
- Active participants
- 989
- With balances
- 2,149
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Direct payment from the plan, Investment management fees (indirect) | $63,189 |
| Crowe Llp | Accounting | $51,346 |
| Concurrent Investment Advisors,Llc | Investment advisory (plan), Investment management | $29,375 |