Sacred Heart University Defined Contribution Plan
Sponsored by Sacred Heart University Incorporated · EIN 060776644 · Plan #002
- Total assets
- $308M
- Net assets
- $308M
- Active participants
- 4,574
- With balances
- 2,250
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator, Recordkeeping, Custodial (other) | $368,782 |
| Fiducient Advisors, Llc | Investment advisory (plan), Investment management fees (direct) | $52,582 |
| Clifton Larson Allen Llp | Accounting | $17,275 |