Quincy University Dc Retirement Plan
Sponsored by Quincy University Corporation · EIN 370661231 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 325
- With balances
- 377
Plan year beginning 06/01/2024 · 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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $10,783 |
| Raymond James & Associates, Inc. | Investment advisory (plan), Other fees | $0 |