Messiah University Defined Contribution Retirement Plan
Sponsored by Messiah University · EIN 231352661 · Plan #001
- Total assets
- $176M
- Net assets
- $176M
- Active participants
- 2,313
- With balances
- 1,183
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $267,368 |
| Cambridge Investment Research, Inc. | Investment advisory (plan), Consulting fees | $112,398 |
| Commonwealth Financial Network | Investment advisory (plan), Consulting fees | $32,677 |