Robert Morris University Defined Contribution Retirement Plan
Sponsored by Robert Morris University · EIN 251120678 · Plan #001
- Total assets
- $188M
- Net assets
- $188M
- Active participants
- 614
- With balances
- 614
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Consulting (general), Direct payment from the plan | $80,000 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $73,349 |
| Deloitte & Touche, Llp | Accounting, Direct payment from the plan | $40,101 |
| Corebridge | Contract administrator | $6,796 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |