Santa Clara University Tax Deferred Annuity Plan
Sponsored by Santa Clara University · EIN 941156617 · Plan #001
- Total assets
- $460M
- Net assets
- $460M
- Active participants
- 1,835
- With balances
- 2,138
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (participants), Direct payment from the plan | $14,000 |
| Fid Inv Inst Ops Co | Participant loan processing, Recordkeeping fees, Account maintenance fees | $4,217 |
| Tiaa | Contract administrator, Direct payment from the plan | $600 |