AUMdb

Cairn University 403(b) Plan

Sponsored by Cairn University · EIN 230973290 · Plan #001

Total assets
$20.8M
Net assets
$20.8M
Active participants
324
With balances
206

Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA), ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Retirement Plan Advisors, Llc CRD 122758 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $45,496
Retirement Plan Advisors, Llc Investment advisory (plan), Consulting fees $39,973
Retirement Plan Advisors, Llc Accounting, Direct payment from the plan $8,067