Queens University Of Charlotte Retirement Plan
Sponsored by Queens University Of Charlotte · EIN 560530003 · Plan #001
- Total assets
- $66.8M
- Net assets
- $66.8M
- Active participants
- 328
- With balances
- 701
Plan year beginning 01/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bdo Usa, Llp | Accounting | $61,600 |
| Flexpath Strategies, Llc | Investment advisory (plan) | $26,935 |
| Nfp Retirement Inc. | Investment advisory (plan) | $20,625 |