Samford University Pension Plan
Sponsored by Samford University · EIN 630312914 · Plan #004
- Total assets
- $170M
- Net assets
- $170M
- Active participants
- 299
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Champlain Investment Partners, Llc CRD 132474 | deterministic · 100% | 2024 |
| Rhumbline Advisers Ltd Partnership CRD 107151 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northern Trust Company | Trustee (directed), Direct payment from the plan, Shareholder servicing fees | $136,772 |
| Usi Consulting Group | Actuarial, Consulting (pension), Direct payment from the plan | $118,518 |
| Champlain Investment Partners Llc | Investment management, Direct payment from the plan | $43,224 |
| Crowe Llp | Accounting, Direct payment from the plan | $34,292 |
| Prime, Buchholz & Associates, Inc | Consulting (pension), Direct payment from the plan | $27,516 |
| Rhumbline Advisors | Investment management, Direct payment from the plan | $26,839 |
| State Street Global Advisors Trust | Investment management, Direct payment from the plan, Investment management fees (direct) | $17,603 |
| Parametric | Investment management, Direct payment from the plan | $6,980 |