Retirement Plan For Faculty, Administrative And Professional Employees Of University Of Scranton
Sponsored by University Of Scranton · EIN 240795495 · Plan #002
- Total assets
- $154M
- Net assets
- $154M
- Active participants
- 589
- With balances
- 915
Plan year beginning 06/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $61,000 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $43,357 |
| Forvis Mazars, Llp | Accounting, Direct payment from the plan | $30,783 |