Saint Augustines University Employees Pension Plan
Sponsored by Saint Augustines University · EIN 541107332 · Plan #003
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 27
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fund Direct Advisors Inc. CRD 155363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fund Direct Advisors | Investment advisory (plan) | $25,000 |
| American Trust | Actuarial | $23,500 |
| Broadridge Financial Solutions | Trustee (institutional) | $7,548 |