Monmouth University Defined Contribution Retirement Plan
Sponsored by Monmouth University, Inc. · EIN 210634584 · Plan #001
- Total assets
- $359M
- Net assets
- $359M
- Active participants
- 966
- With balances
- 1,627
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $185,125 |
| Cap Financial Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $57,641 |
| Cohnreznick Llp | Accounting, Direct payment from the plan | $17,325 |
| Fidelity Investments Institutional | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $1,325 |
| Equitable Financial Life Insurance | Trustee (directed), Investment management, Participant loan processing | $865 |