Suffolk University Employee Retirement Plan
Sponsored by Suffolk University · EIN 042133255 · Plan #001
- Total assets
- $531M
- Net assets
- $531M
- Active participants
- 1,700
- With balances
- 2,704
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv Inst Oper Comp, Inc. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $198,426 |
| Capfinancial Partners Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $72,643 |
| Tiaa Teachers Insurance And Annuit | Participant loan processing, Recordkeeping fees, Account maintenance fees | $67,266 |
| Caron & Bletzer, Pllc | Accounting | $17,000 |
| David Carboni Dba Dkc Retirement | Consulting (general) | $6,000 |