Pfeiffer University Retirement Plan
Sponsored by Pfeiffer University · EIN 560529990 · Plan #001
- Total assets
- $33.4M
- Net assets
- $33.4M
- Active participants
- 153
- With balances
- 413
Plan year beginning 10/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capital Asset Advisory Services, Llc. CRD 110929 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator | $27,263 |
| Capital Asset Advisory Svcs | Investment advisory (plan) | $24,402 |