Mcphs University Pension Plan
Sponsored by Mcphs University · EIN 042104700 · Plan #001
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 720
- With balances
- 1,112
Plan year beginning 07/01/2024 · Money purchase, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv Inst Oper Company Inc. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $65,592 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,936 |
| The Angell Pension Group, Inc | Consulting (general), Other services | $4,919 |
| Wealth Management Systems Inc | Other services | $0 |