Fontbonne University 403 (B) Plan
Sponsored by Fontbonne University · EIN 430694556 · Plan #001
- Total assets
- $38.5M
- Net assets
- $38.5M
- Active participants
- 236
- With balances
- 436
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Consulting (general) | $17,937 |
| Rubin Brown Llp | Accounting | $12,750 |
| Pentegra Services, Inc. | Plan administrator | $11,340 |
| Tiaa | Recordkeeping, Custodial (securities) | $8,347 |
| Cap Financial Partners, Llc | Consulting (general) | $5,963 |