Canisius University Retirement Plan For Faculty And Staff
Sponsored by Canisius University · EIN 160743942 · Plan #001
- Total assets
- $249M
- Net assets
- $249M
- Active participants
- 579
- With balances
- 1,215
Plan year beginning 07/01/2024 · Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Retirement Partners, Llc CRD 297011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Retirement Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $52,899 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $41,436 |
| Bonadio And Company Llp | Accounting, Direct payment from the plan | $10,000 |