University Of Northwestern St. Paul 403(b) Plan
Sponsored by University Of Northwestern St. Paul · EIN 410711610 · Plan #001
- Total assets
- $69.5M
- Net assets
- $69.5M
- Active participants
- 844
- With balances
- 776
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $127,426 |
| Tax Sheltered Compensation, Inc. | Other services, Other fees | $350 |
| Morgan Stanley | Investment management, Other fees | $0 |
| Cliftonlarsonallen | Accounting, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |