Bellarmine University Defined Contribution Plan
Sponsored by Bellarmine University · EIN 610482955 · Plan #001
- Total assets
- $104M
- Net assets
- $104M
- Active participants
- 465
- With balances
- 734
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealthmd Corporation CRD 140498 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthmd Corporation | Investment advisory (participants), Direct payment from the plan | $114,496 |
| Dean Dorton Allen Ford, Pllc | Accounting, Direct payment from the plan | $25,840 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $24,549 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $7,517 |