Sura/Jefferson Science Associates 401(k) Plan
Sponsored by Southeastern Universities Research Association, Inc. (Sura) · EIN 541156453 · Plan #003
- Total assets
- $324M
- Net assets
- $324M
- Active participants
- 1,103
- With balances
- 1,531
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (participants), Direct payment from the plan | $101,500 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $14,916 |