Spalding University Defined Contribution Retirement Plan
Sponsored by Spalding University · EIN 610444780 · Plan #001
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 450
- With balances
- 357
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $72,581 |
| Robert W Baird & Co, Inc. | Investment advisory (plan), Consulting fees | $18,010 |