Grand View University Employees' Money Purchase Plan
Sponsored by Grand View University · EIN 420681049 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 227
- With balances
- 302
Plan year beginning 07/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $78,216 |
| Capfinancial Partners Llc | Investment advisory (plan), Other fees | $0 |