Rosalind Franklin University Of Medicine And Science Qualified Money Purchase Pension Plan And Trust
Sponsored by Rosalind Franklin University Of Medicine And Science · EIN 362181973 · Plan #003
- Total assets
- $133M
- Net assets
- $133M
- Active participants
- 575
- With balances
- 1,185
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account
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) | $54,987 |
| Crowe Llp | Accounting | $25,673 |
| Concurrent Investment Advisors,Llc | Investment advisory (plan), Investment management | $13,500 |