Santa Clara University Defined Contribution Retirement Plan
Sponsored by Santa Clara University · EIN 941156617 · Plan #002
- Total assets
- $520M
- Net assets
- $520M
- Active participants
- 1,842
- With balances
- 3,427
Plan year beginning 01/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Contract administrator, Consulting (general), Direct payment from the plan | $88,000 |
| Fidelity Invstmts Inst Ops Co, Inc. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $4,865 |
| Tiaa | Contract administrator, Direct payment from the plan | $1,019 |