University Of St. Thomas 403(b) Retirement Plan
Sponsored by University Of St. Thomas · EIN 741277664 · Plan #001
- Total assets
- $70.6M
- Net assets
- $70.6M
- Active participants
- 1,190
- With balances
- 975
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valic Retirement Services Co. | Custodial (securities), Investment advisory (participants), Investment management | $173,750 |
| Variable Annuity Life Insurance Co | Custodial (securities), Investment management, Legal | $1,532 |