AUMdb

St. Francis College Retirement Plan

Sponsored by St. Francis College · EIN 111635105 · Plan #001

Total assets
$99.2M
Net assets
$99.2M
Active participants
228
With balances
660

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $43,837
Withumsmithbrown, P.C. Accounting, Direct payment from the plan $20,800
Gallagher Benefit Services, Inc. Investment management, Direct payment from the plan $15,000