Azusa Pacific University Defined Contribution Plan
Sponsored by Azusa Pacific University · EIN 951744369 · Plan #001
- Total assets
- $314M
- Net assets
- $314M
- Active participants
- 1,888
- With balances
- 3,661
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bfsg, Llc CRD 143617 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $202,264 |
| Benefit Financial Services Group | Investment advisory (plan), Direct payment from the plan | $60,000 |
| Capincrouse Llp | Accounting, Direct payment from the plan | $16,500 |