Samford University 403(b) Salary Deferral And Defined Contribution Plan
Sponsored by Samford University · EIN 630312914 · Plan #002
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 1,596
- With balances
- 1,645
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Johnson Sterling, Inc. CRD 106379 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $82,984 |
| Tiaa | Investment management, Direct payment from the plan, Recordkeeping | $37,105 |
| Johnson Sterling, Inc. | Investment advisory (plan) | $33,825 |
| Crowe Llp | Accounting | $29,457 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $6,537 |