Xavier University Defined Contribution Retirement Plan
Sponsored by Xavier University · EIN 310537516 · Plan #001
- Total assets
- $411M
- Net assets
- $411M
- Active participants
- 1,871
- With balances
- 2,305
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $171,586 |
| Cornerstone Advisors Asset Mgt Llc | Investment management, Direct payment from the plan | $75,000 |
| Bricker & Graydon Llp | Legal, Direct payment from the plan | $20,330 |
| Plante & Moran, Llc | Accounting, Direct payment from the plan | $10,500 |