San Diego State University Foundation Defined Contribution Retirement Plan
Sponsored by San Diego State University Foundation · EIN 956042721 · Plan #001
- Total assets
- $295M
- Net assets
- $295M
- Active participants
- 3,416
- With balances
- 5,034
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Nfp Retirement, Inc. | Investment management, Direct payment from the plan | $60,000 |
| Holthouse Carlin & Van Trigt Llp | Accounting, Direct payment from the plan | $18,200 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $11,357 |
| Quarles & Brady Llp | Legal, Direct payment from the plan, Investment management fees (direct) | $8,905 |