Le Moyne College 403(b) Plan
Sponsored by Le Moyne College · EIN 150545841 · Plan #001
- Total assets
- $223M
- Net assets
- $223M
- Active participants
- 1,009
- With balances
- 1,330
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners, Llc | Investment management, Direct payment from the plan | $85,957 |
| Freed Maxick P.C. | Accounting, Direct payment from the plan | $13,500 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $4,148 |