AUMdb

Seton Hill University 403(b) Plan

Sponsored by Seton Hill University · EIN 250965557 · Plan #002

Total assets
$69.3M
Net assets
$69.3M
Active participants
349
With balances
685

Plan year beginning 07/01/2024 · 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
Seton Hill University Accounting, Other services $36,111
Global Retirement Partners Investment advisory (plan), Investment management $18,000
Henderson Bros Financial Ptrs Investment advisory (plan), Investment management $6,000
Tiaa Contract administrator, Recordkeeping, Recordkeeping fees $1,396